Cross Referencing Endowment Values
endowment_data <- read_rds(here("data", "endowment_filter_data_990.RDS"))
companies_to_ein <- read_csv(here("data", "companies.csv")) %>%
mutate(EIN = as.character(ein)) %>%
select(-ein)# make kable table with consistent formatting
make_table <- function(df, title = "", ...) {
title <- paste0("<center><span style = 'font-size:160%;color:black'><b>",
title,
"</span></b><center>")
as_tibble(df) %>%
kbl(caption = title, ... ) %>%
kable_material() %>%
row_spec(row=0, background = "#43494C" , color = "white", bold = TRUE)
}Notes on Strategy
We want to compare the current year variables CY to the
current year minus X years variables labelled CYX. To do
this, we can:
- structure the data so each company has all available years (but all NAs for years where they had no data)
- order by fiscal year
- subtract the lagged
CYvariable from theCYXvariable where the lag isXyears. For example, forCYM1we want to compare to theCYjust one year ago, so lagged one year.
In this way, we obtain a collection of differences between reports that should be in concordance but are not always.
# plot missingness for a given variable
# number of observations = number of observations
# where that EIN had that variable (not NA)
plot_missing <- function(variable) {
endowment_data %>%
group_by(EIN) %>%
# number of observations where variable is not NA
summarize(number_observations = sum(!is.na(!!sym(variable)))) %>%
group_by(number_observations) %>%
# number of EINs with each value of number_observations
summarize(n_ein=n()) %>%
ggplot(aes(x = number_observations, y =n_ein ))+
geom_bar(stat="identity") +
labs(y = "Number of Companies",
x = paste0("Number of Observations where\n",
variable, " was Not Missing"),
title =paste0("Missingness for ", variable)) +
theme_bw() +
theme(plot.title = element_text(face = "bold", hjust = .5))
}
# compare values from CY to CYM* for given variable
# returns data frame that contains the difference between the CY value and
# corresonding CM* values
# for example, the difference between the CY value for 2016 would be compared
# to the CYM1 value for 2017, and the CYM2 value for 2018, and so on
check_variable <- function(variable_name,
data) {
base_name <- variable_name
var <- paste0("CY", base_name)
vars <- paste0("CYM", c( 1:4), base_name)
# plt <- plot_missing(var)
# print(plt)
eins_with_variable <- data %>%
group_by(EIN) %>%
summarize(number_observations = sum(!is.na(!!sym(var)))) %>%
filter(number_observations != 0) %>%
pull(EIN)
# the goal here is to create a row for each fiscal year, with NAs if
# there are no observations for that year
# this is needed so that we have consecutive years, which is important
# for substraction using lag() to work correctly
data <- data %>%
filter(EIN %in% eins_with_variable) %>%
select(EIN, fiscal_year, contains(base_name)) %>%
pivot_wider(names_from = fiscal_year,
# names_prefix = "fiscalyear",
values_from=contains(base_name)) %>%
pivot_longer(cols = contains(base_name),
names_to = "variable_year") %>%
separate(variable_year, sep = "_", into = c("variable_name", "fiscal_year")) %>%
pivot_wider(names_from = variable_name, values_from = value) %>%
mutate(fiscal_year = as.factor(as.numeric(fiscal_year)))
crossref <- data %>%
group_by(EIN) %>%
arrange(fiscal_year) %>%
# lag corresponds to how far back the current year comparison should be
# vars contains the CM* variables that represent reporting for years back
# compare these CM* variables to the lagged current year (CY) variables
mutate(
difference_in_reported_year1 = !!sym(vars[1]) -
lag(!!sym(var), n =1),
difference_in_reported_year2 = !!sym(vars[2]) -
lag(!!sym(var), n =2),
difference_in_reported_year3 = !!sym(vars[3]) -
lag(!!sym(var), n =3),
difference_in_reported_year4 = !!sym(vars[4]) -
lag(!!sym(var), n =4)
) %>%
ungroup()
}Cross Referencing Beginning Year Balance Amount
Comparison Across Years
As we might expect, we see that a higher proportion had a nonzero difference between the cross referenced reports for years further back in time. That is, reporting tended to be more accurate for most recent years.
crossref <- check_variable("BeginningYearBalanceAmt", data = endowment_data)
plot_missing("CYBeginningYearBalanceAmt")
# plot fraction where there was a difference between
# the reports by year
crossref %>%
select(EIN, contains("difference")) %>%
pivot_longer(cols = contains("difference")) %>%
filter(!is.na(value)) %>%
group_by(name) %>%
summarize(number_zeros = sum(ifelse(value == 0, 1,0)),
total_reports = n(),
fraction = 1-( number_zeros / total_reports)) %>%
mutate(name = gsub("difference_in_reported_year", "", name)) %>%
ggplot(aes(x=name, y = fraction)) +
geom_bar(stat ="identity", fill = "#234A77") +
geom_label(aes(label = round(fraction,2))) +
labs(title = paste0("Fraction of Differences that Were Nonzero\n",
"Between Cross Referenced Reports"),
subtitle = "By Year",
x = "Years Between Reports Compared",
y = "Fraction with Nonzero Difference") +
theme_bw() +
theme(plot.title = element_text(hjust = .5, face="bold"),
plot.subtitle = element_text(hjust = .5, face="italic"))
We also see we have fewer total comparisons of reports as we go back further back in time, because we can’t compute the 4 year comparison for any date where we don’t have a value 4 years back.
# stacked chart, note we can't see how nonzero counts are changing
# relative to the total counts
crossref %>%
select(EIN, contains("difference"), fiscal_year) %>%
pivot_longer(cols = contains("difference")) %>%
filter(!is.na(value)) %>%
group_by(name) %>%
summarize(zero = sum(ifelse(value == 0, 1,0)),
nonzero = sum(ifelse(value == 0, 0,1))) %>%
# notice each row represents a fiscal_year-EIN-difference_type
pivot_longer(cols = c(zero, nonzero),
names_to = "source",
values_to = "count") %>%
mutate(name = gsub("difference_in_reported_year", "", name),
source = ifelse(source == "nonzero",
"Nonzero Difference",
"Zero Difference")) %>%
ggplot(aes(x=name, y = count, fill = source)) +
geom_bar(stat ="identity", position = "stack", alpha = .8) +
geom_label(aes(label = round(count,3), y = count, color = source),
position = "stack",
size = 2.6,
label.padding = unit(.1, "lines"),
fill = "white",
fontface="bold",
show.legend = FALSE) +
labs(title = "Number of Zero and Nonzero Differences\nBetween Cross Referenced Reports",
subtitle = "By Year",
x = "Years Between Reports Compared",
y = "Count",
fill = "") +
theme_bw() +
theme(plot.title = element_text(size = 16, hjust = .5, face="bold"),
plot.subtitle = element_text(hjust = .5, face="italic"),
axis.text.x = element_text(size = 13),
axis.title = element_text(size = 16, face = "bold"))
Companies with Discordance in Reported Values
# difference represents What They Reported as CY Minus X Years - What They Reported at The Time
companies_different <- crossref %>%
pivot_longer(cols = contains("difference")) %>%
select(EIN, fiscal_year, name, value) %>%
filter(value != 0) %>%
left_join(companies_to_ein, by = c("EIN" = "EIN")) %>%
arrange(organization_name) %>%
pull(EIN) %>%
unique()
crossref %>%
pivot_longer(cols = contains("difference")) %>%
select(EIN, fiscal_year, name, value) %>%
filter(value != 0) %>%
left_join(companies_to_ein, by = c("EIN" = "EIN")) %>%
mutate(year = substr(name, nchar(name), nchar(name)),
year = paste0("Comparing Current<br> Year Minus ",
year)) %>%
arrange(organization_name) %>%
select(`Organization Name` = organization_name,
`Difference in Years` = year,
`Fiscal Year` = fiscal_year,
`Recent - Previously Reported` = value) %>%
make_table(title = paste0(
"Comparing Values Reported in More Recent Report to Those Previously Reported:<br>",
"<i>Number of Companies that have at Least One Report Not Concordant: </i>",
length(companies_different)),
digits = 3,
format.args = list(
big.mark = ",",
scientific = FALSE),
escape=FALSE,
booktabs=TRUE) %>%
scroll_box(height = "450px",
width = "100%") | Organization Name | Difference in Years | Fiscal Year | Recent - Previously Reported |
|---|---|---|---|
| Ballet Arizona |
Comparing Current Year Minus 1 |
2018 | 4,025,025 |
| Ballet Arizona |
Comparing Current Year Minus 2 |
2018 | 500,000 |
| Ballet Arizona |
Comparing Current Year Minus 2 |
2019 | 4,025,025 |
| Ballet Arizona |
Comparing Current Year Minus 3 |
2019 | 500,000 |
| Ballet Arizona |
Comparing Current Year Minus 3 |
2020 | 4,025,025 |
| Ballet Arizona |
Comparing Current Year Minus 4 |
2020 | 500,000 |
| BalletMet |
Comparing Current Year Minus 1 |
2016 | -27,284 |
| BalletMet |
Comparing Current Year Minus 2 |
2017 | -27,284 |
| BalletMet |
Comparing Current Year Minus 3 |
2018 | -27,284 |
| BalletMet |
Comparing Current Year Minus 4 |
2019 | -27,284 |
| Fort Wayne Ballet |
Comparing Current Year Minus 1 |
2018 | 26,128 |
| Fort Wayne Ballet |
Comparing Current Year Minus 1 |
2019 | 13,343 |
| Fort Wayne Ballet |
Comparing Current Year Minus 2 |
2019 | 148,799 |
| Fort Wayne Ballet |
Comparing Current Year Minus 2 |
2020 | 13,343 |
| Fort Wayne Ballet |
Comparing Current Year Minus 3 |
2020 | 148,799 |
| Joffrey Ballet |
Comparing Current Year Minus 1 |
2016 | -134,760 |
| Joffrey Ballet |
Comparing Current Year Minus 2 |
2017 | -134,760 |
| Joffrey Ballet |
Comparing Current Year Minus 3 |
2018 | -134,760 |
| Joffrey Ballet |
Comparing Current Year Minus 4 |
2019 | -134,760 |
| Pacific Northwest Ballet |
Comparing Current Year Minus 1 |
2019 | 3,000 |
| Pacific Northwest Ballet |
Comparing Current Year Minus 2 |
2020 | 3,000 |
| San Francisco Ballet |
Comparing Current Year Minus 1 |
2017 | 107,033,401 |
| San Francisco Ballet |
Comparing Current Year Minus 2 |
2017 | 105,867,772 |
| San Francisco Ballet |
Comparing Current Year Minus 2 |
2018 | 107,033,401 |
| San Francisco Ballet |
Comparing Current Year Minus 3 |
2018 | 105,867,772 |
| San Francisco Ballet |
Comparing Current Year Minus 3 |
2019 | 107,033,401 |
| San Francisco Ballet |
Comparing Current Year Minus 4 |
2019 | 105,867,772 |
| San Francisco Ballet |
Comparing Current Year Minus 4 |
2020 | 107,033,401 |
| The Alabama Ballet |
Comparing Current Year Minus 1 |
2019 | 227,040 |
| The Alabama Ballet |
Comparing Current Year Minus 2 |
2020 | 227,040 |
| The Alabama Ballet |
Comparing Current Year Minus 3 |
2020 | 219,787 |
| The Alabama Ballet |
Comparing Current Year Minus 4 |
2020 | 254,152 |
We see that values are repeated because if there is some value that is quite off, say for 2016, then this shows up in the CYM1 for 2017, but also CYM2 for 2018, CYM3 for 2019 and so on.
Tables of Reported Values for Each Company with Discordance in Reported Values
Interpretation:
- The easiest way to interpret the company-specific tables is to look
diagonally left-to right. For example, 2018
CYshould match 2019CYM1, 2020CYM2, and 2021CYM3(though the 2021 values often are NA at this time).
Observations:
- We see in some cases, the problematic reports are clear initially. This is the case in San Francisco Ballet, Ballet Arizona, or the Alabama Ballet.
- The differences for Fort Wayne Ballet and the Pacific Northwest Ballet are more subtle.
# iterate through EINs where there was discordance and
# generate a table so we can better see what's going on
variable_name <- "BeginningYearBalanceAmt"
walk(1:length(companies_different), ~{
name <- companies_to_ein %>%
filter(EIN == companies_different[.x]) %>%
pull(organization_name)
table <- crossref %>%
rename_with(cols=everything(), ~gsub(variable_name, "", .)) %>%
filter(EIN %in% companies_different[.x]) %>%
select(-c(EIN, contains("difference"))) %>%
make_table(title = paste0("Reports for ",
name, "<br>EIN: ",
companies_different[.x],
", Variable: ", variable_name))
print(table)
# print(table)
})crossref %>%
pivot_longer(cols = contains("difference")) %>%
select(EIN, fiscal_year, name, value) %>%
# filter(value > 0) %>%
left_join(companies_to_ein, by = c("EIN" = "EIN")) %>%
mutate(year = substr(name, nchar(name), nchar(name)),
year = paste0("Comparing Current Year Minus ",
year)) %>%
arrange(organization_name) %>% View()Cross Referencing All Endowment Variables
Missingness by Variable
variables_to_check <- endowment_data %>%
select(contains("CY")) %>%
colnames() %>%
gsub("CY|CYM.", "",.) %>%
unique()
crossref_all <- map_df(
variables_to_check,
~{ variable_name <- .x
check_variable(variable_name,
data = endowment_data) %>%
# remove variable name part of column name
# so we can bind rows together, add this information
# as a separate column
rename_with(cols=everything(),
~gsub(variable_name, "", .)) %>%
mutate(variable = .x)
})
missing_all <- map_df( variables_to_check,
~ {variable <- paste0("CY",.x)
endowment_data %>%
group_by(EIN) %>%
summarize(number_observations = sum(!is.na(!!sym(variable)))) %>%
group_by(number_observations) %>%
summarize(number_eins=n()) %>%
mutate(variable = variable)
})colors <- c("#58b5e1", "#49406e", "#9dd84e", "#6633b4", "#46ebdc")
missing_all %>%
mutate(number_observations = paste0(
"Number of EINS with ",
number_observations,
" Observations for this Variable" )) %>%
ggplot(aes(x = variable, y =number_eins, fill = variable))+
geom_bar(stat="identity",
position = "dodge",
show.legend=FALSE) +
geom_label(aes(label = number_eins,
color = variable),
fill = "white",
vjust = .5,
size = 2,
position = position_dodge(1),
label.padding = unit(.1, "lines"),
show.legend=FALSE) +
facet_wrap(~number_observations, ncol=1) +
coord_flip() +
labs(y = "Number of Companies",
x = "Variable Name",
title = "Comparing Missingness Across Variables") +
theme_bw() +
theme(plot.title = element_text(face = "bold", hjust = .5),
axis.title = element_text(face = "bold")) +
scale_fill_manual(values = colors) +
scale_color_manual(values = colors) +
scale_y_continuous(n.breaks = 8) 
Fraction Discordant by Variable
# plot fraction discordant for each variable
crossref_all %>%
select(EIN, contains("difference"), variable) %>%
pivot_longer( contains("difference")) %>%
filter(!is.na(value)) %>%
group_by(variable) %>%
summarize(
number_of_discordant_observations = sum(value > 1),
total_observations_of_variable = n(),
fraction_discordant = number_of_discordant_observations / total_observations_of_variable) %>%
ggplot(aes(x = fct_reorder(variable,
fraction_discordant,
.desc = TRUE),
y = fraction_discordant)) +
geom_bar(stat="identity",
fill = "#234A77")+
geom_label(aes(label = round(fraction_discordant, 3))) +
theme_bw() +
theme(plot.title = element_text(face = "bold", hjust = .5, size = 16),
axis.title = element_text(face = "bold", size =16),
axis.text.x = element_text(size = 12, angle = 10, vjust = .6)) +
labs(y = "Fraction Discordant",
x = "Endowment Variable",
title = "Fraction of Observations that Were Discordant for Each Variable")
Visualizing Extent of Discrepancies
# visualize extent of discrepancies
crossref_all %>%
left_join(companies_to_ein) %>%
pivot_longer(cols = contains("difference")) %>%
select(EIN, fiscal_year, name, value, variable, organization_name) %>%
filter(value != 0) %>%
mutate(sign = ifelse(value >0, "positive", "negative")) %>%
# mutate(varyear = paste0(fiscal_year, "_", variable)) %>%
ggplot(aes(x = fiscal_year, y = value, group = name, fill=sign)) +
geom_bar(stat="identity",position=position_dodge(width = 1.6)) +
facet_grid(organization_name~variable, drop = TRUE,scales="free") +
viridis::scale_fill_viridis(discrete=TRUE,begin=.2,end=.8) +
theme_bw() +
theme(plot.title = element_text(size = 18, hjust = .5, face="bold"),
strip.text = element_text(face="bold", size = 18)) +
labs(title = "Differences by Fiscal Year, Company Name, and Variable")
Specific Values of Discrepancies
# generate table displaying the discordant values for a given variable
get_discordant_table <- function(variable_name, data) {
# observations with nonzero difference
cross_ref_for_var <- data %>%
filter(variable == variable_name) %>%
pivot_longer(cols = contains("difference")) %>%
select(EIN, fiscal_year, name, value) %>%
filter(value != 0)
# EINs that have at least one discordance
discordant <- cross_ref_for_var %>%
pull(EIN) %>% unique()
# generate table displaying discordances
cross_ref_for_var %>%
left_join(companies_to_ein, by = c("EIN" = "EIN")) %>%
mutate(year = substr(name, nchar(name), nchar(name)),
year = paste0("Comparing Current<br> Year Minus ",
year)) %>%
arrange(organization_name) %>%
select(`Organization Name` = organization_name,
`Difference in Years` = year,
`Fiscal Year` = fiscal_year,
`Recent - Previously Reported` = value) %>%
make_table(title = paste0("Variable: ",
variable_name,
"<br>Comparing Values Reported in More Recent Report to Those Previously Reported:<br>",
"<i>Number of Companies that have at Least One Report Not Concordant: </i>",
length(discordant)),
digits = 3,
format.args = list(
big.mark = ",",
scientific = FALSE),
escape=FALSE,
booktabs=TRUE) %>%
scroll_box(height = "450px",
width = "100%")
}
# iterate over all variables to check and generate table
walk(variables_to_check, ~{
table_for_var <- get_discordant_table(.x, data = crossref_all)
print(table_for_var)
})Companies with Discordant Reporting for at Least One Variable
# variables corresponding to number of companies with at least one discordance
crossref_all %>%
pivot_longer(cols = contains("difference")) %>%
select(EIN, fiscal_year, name, value, variable) %>%
filter(value != 0) %>%
group_by(EIN) %>%
summarize(
number_variables = length(unique(variable)),
variable = paste(unique(variable), collapse=",<br>")) %>%
left_join(companies_to_ein) %>%
arrange(organization_name) %>%
select(`Organization Name` = `organization_name`,
`Number of Variables Discordant` = number_variables,
`Variables with Discordant Reporting` = variable) %>%
make_table(
title = "Companies with Discordant Reporting for at Least One Variable",
escape=FALSE)| Organization Name | Number of Variables Discordant | Variables with Discordant Reporting |
|---|---|---|
| Aspen Santa Fe Ballet | 1 | OtherExpendituresAmt |
| Ballet Arizona | 3 |
BeginningYearBalanceAmt, ContributionsAmt, EndYearBalanceAmt |
| BalletMet | 2 |
BeginningYearBalanceAmt, EndYearBalanceAmt |
| Fort Wayne Ballet | 5 |
BeginningYearBalanceAmt, ContributionsAmt, InvestmentEarningsOrLossesAmt, OtherExpendituresAmt, EndYearBalanceAmt |
| Joffrey Ballet | 3 |
BeginningYearBalanceAmt, ContributionsAmt, EndYearBalanceAmt |
| Oregon Ballet Theatre | 1 | EndYearBalanceAmt |
| Pacific Northwest Ballet | 2 |
BeginningYearBalanceAmt, EndYearBalanceAmt |
| Pittsburgh Ballet Theatre | 3 |
InvestmentEarningsOrLossesAmt, OtherExpendituresAmt, EndYearBalanceAmt |
| San Francisco Ballet | 5 |
BeginningYearBalanceAmt, ContributionsAmt, InvestmentEarningsOrLossesAmt, OtherExpendituresAmt, EndYearBalanceAmt |
| Texas Ballet Theater | 1 | EndYearBalanceAmt |
| The Alabama Ballet | 4 |
BeginningYearBalanceAmt, InvestmentEarningsOrLossesAmt, OtherExpendituresAmt, EndYearBalanceAmt |
| The Washington Ballet | 2 |
InvestmentEarningsOrLossesAmt, OtherExpendituresAmt |
# for each variable, list of EINs that have at least one discordance
intersections <- crossref_all %>%
pivot_longer(cols = contains("difference")) %>%
select(EIN, fiscal_year, name, value, variable) %>%
filter(value != 0) %>%
group_by(variable) %>%
summarize(EINs = list(unique(EIN)))
discord_in_all <- Reduce(intersect, intersections$EINs) %>% unique() %>% length()
discord_eins <- Reduce(union, intersections$EINs) %>% unique()
discord_eins %>%
saveRDS(here("data", "discordant_EINS.RDS"))
discord_at_least_one <- length(discord_eins)The number of companies with a discordant report for all variables was 2, and the number of companies with at least one discordant report for all variables was 12.
# visualize discordances in given variable_name
plot_reported_for_variable <- function(variable_name, crossref, endowment) {
cross_ref_for_var <- crossref %>%
filter(variable == variable_name) %>%
pivot_longer(cols = contains("difference")) %>%
select(EIN, fiscal_year, name, value) %>%
filter(value != 0)
discordant <- cross_ref_for_var %>%
pull(EIN) %>% unique()
number_cols <- ifelse(length(discordant) <= 6, 1,2)
# plot the values for the year they correspond to so we can compare,
# for example, if CM1 for 2016 is the same as CY for 2015
endowment %>%
filter(EIN %in% discordant) %>%
select(EIN, fiscal_year, contains(variable_name)) %>%
group_by(EIN) %>%
arrange(fiscal_year) %>%
pivot_longer(3: ncol(.)) %>%
mutate(source = ifelse(grepl("CYM", name), substr(name, 1,4), "CY"),
year_lag = ifelse(grepl("CYM", name), substr(source, 4,4), 0),
year_lag = as.numeric(year_lag),
fiscal_year = as.integer(paste0(fiscal_year))) %>%
mutate(value_year = fiscal_year -year_lag
) %>%
left_join(companies_to_ein) %>%
mutate(organization_name = paste0(organization_name,
" (EIN: ", EIN, ")")) %>%
ggplot(aes(x = value_year, y = value)) +
geom_jitter(aes(fill=source), height =0,
width = .2,
alpha = .8,
size = 2.2,
shape =21,
color = "black",
stroke =.4) +
# geom_line(aes(group = source, color = source)) +
facet_wrap(~organization_name, scales= 'free_y', ncol = number_cols) +
scale_x_continuous(breaks = 2011:2021 ) +
scale_y_continuous(labels = comma) +
viridis::scale_fill_viridis(option="magma", discrete=TRUE) +
theme_bw() +
labs(x = "Fiscal Year",
y = "Reported Value (Dollars)",
title = paste0("Comparing Reported Values for ", variable_name),
subtitle = "Only Considering Companies with at Least One Discordant Value") +
theme(plot.title = element_text(
face = "bold",
hjust = .5,
size = 16),
axis.title = element_text(face = "bold", size =16),
axis.text = element_text(size = 12),
strip.text = element_text(face = "bold", size = 14),
plot.subtitle=element_text(size =14,
face="italic",
hjust = .5),
legend.text = element_text(size = 10),
legend.title = element_text(face = "bold", size = 12)) +
guides(legend = guide_legend(override.aes = list(size = 3)))
}
# plot variables by year, by variable only for EINs that have
# at least one discordance for a given variable
walk(unique(variables_to_check),
~ {plt <- plot_reported_for_variable(
variable_name = .x,
crossref = crossref_all,
endowment = endowment_data)
print(plt) })
Questions to Consider
- Should we assume the most recently reported values are (the most) accurate?
Checking if Problematic Filings Were Amended
None of the filings with discrepancies were amended filings.
# get amended index from form 990
form_990 <- read_rds(here("data", "data_990.RDS"))
# check if any observations with discrepancies were from amended filing
crossref_all %>%
pivot_longer(cols = contains("difference")) %>%
select(EIN, fiscal_year, name, value, variable) %>%
filter(value != 0) %>%
left_join(form_990) %>%
filter(!is.na(AmendedReturnInd))Further Analysis by Company
companies_different_any_variable <- tibble(EIN = discord_eins) %>%
left_join(companies_to_ein)
# companies with at least one discordance
# companies_different_any_variable <- intersections$EINs %>%
# unlist() %>%
# unique() %>%
# tibble(EIN = .) %>%
# left_join(companies_to_ein)
# variables discordant by EIN
vars_disc <- crossref_all %>%
pivot_longer(cols = contains("difference")) %>%
select(EIN, fiscal_year, name, value, variable) %>%
filter(value != 0) %>%
group_by(EIN) %>%
summarize(variables = list(unique(variable)))
########################################
# extract Schedule O for all variables
########################################
source(here("GET_VARS.R"))
files <- dir(here("ballet_990_released_20230208"),
full.names=TRUE)
schedule_o <- map_df(files,
~get_df(filename =.x, schedule = 'o'))
schedule_o <- schedule_o %>%
filter_ein() %>%
mutate(fiscal_year = as.numeric(as.character(fiscal_year))) %>%
rename_with(~gsub("/Return/ReturnData/IRS990ScheduleO/", "", .)) %>%
select(fiscal_year,
EIN,
`SupplementalInformationDetail[1]`,
`SupplementalInformationDetail[2]`,
`SupplementalInformationDetail[3]`,
`SupplementalInformationDetail[4]`,
`SupplementalInformationDetail[5]`,
`SupplementalInformationDetail[6]`,
`SupplementalInformationDetail[7]`)BalletMet
Tables for Each Variable with Discordance
ein <- companies_different_any_variable %>%
filter(organization_name == "BalletMet") %>%
pull(EIN)
vars_to_check <- vars_disc %>%
filter(EIN == ein) %>%
pull(variables) %>%
unlist()
walk(vars_to_check, ~ {
name <- companies_to_ein %>%
filter(EIN%in%ein) %>%
pull(organization_name)
table <- crossref_all %>%
filter(variable == .x & EIN == ein) %>%
select(-c(EIN, contains("difference"), variable)) %>%
make_table(title = paste0("Reports for ",
name,
"<br>Variable: ", .x,
"<br>EIN: ",
ein))
print(table)
})Schedule O Information
schedule_o_ein <- schedule_o %>%
filter(EIN == ein) %>%
arrange(fiscal_year)
name <- companies_to_ein %>%
filter(EIN == ein) %>%
pull(organization_name)
# iterate over each fiscal year and print information from each Schedule O variable
walk(schedule_o_ein$fiscal_year, ~
{
for_year <- schedule_o_ein %>%
filter(fiscal_year == .x)%>%
select(-c(where(is.na)))
print(paste0("<span style='font-size:160%;'><b>",
"-------------------------------- Fiscal Year: ",
.x,
'--------------------------------</b></span><br><br>'))
walk(colnames(for_year), ~ {
section <- paste0("<span style='font-size:130%'><b>",
.x,
": </b></span><br>",
for_year[.x ],
"<br><br><br>")
print(section)
}) # end inner walk
}) # end outer walk[1] “——————————– Fiscal Year:
2015——————————–
” [1] “fiscal_year:
2015
”
[1] “EIN:
310858562
” [1] “SupplementalInformationDetail[1]:
FORM 990, PART VI, SECTION A, LINE 6THE TRUSTEES SHALL BE
THE ONLY MEMBERS OF THE COPORATION. THE PRESIDENTS OF AFFILIATED GROUPS
SHALL BE EX OFFICIO TRUSTEES OF THE CORPORATION AND SHALL HAVE ALL OF
THE RIGHTS AND PRIVILEGES OF TRUSTEES.
” [1] “SupplementalInformationDetail[2]:
FORM 990, PART VI, SECTION A, LINE 7AA PERSON SHALL
BECOME A MEMBER OF THE CORPORATION BY BEING ELECTED AS A
TRUSTEE.
” [1] “SupplementalInformationDetail[3]:
FORM 990, PART VI, SECTION A, LINE 7BEXCEPT WHERE THE
LAW, THE ARTICLES OR THE REGULATIONS OTHERWISE PROVIDE, ALL AUTHORITY OF
THE CORPORATION SHALL BE VESTED IN AND EXERCISED BY THE BOARD OF
TRUSTEES.
” [1] “SupplementalInformationDetail[4]:
FORM 990, PART VI, SECTION B, LINE 11THE BOARD’S FINANCE
COMMITTEE, EXECUTIVE COMMITTEE, AUDIT COMMITTEE, TOP MANAGEMENT, AND
BOARD ALL REVIEW THE FORM 990 PRIOR TO FILING.
” [1] “SupplementalInformationDetail[5]:
FORM 990, PART VI, SECTION B, LINE 12CA CONFLICT OF
INTEREST QUESTIONNAIRE IS GIVEN TO ALL BOARD MEMBERS, AND FOLLOWUP IS
UNDERTAKEN TO GET RESPONSE.
” [1] “SupplementalInformationDetail[6]:
FORM 990, PART VI, SECTION B, LINE 15THE EXECUTIVE
COMMITTEE DETERMINES THE COMPENSATION OF BALLETMET’S EXECUTIVE AND
ARTISTIC DIRECTORS.
” [1] “SupplementalInformationDetail[7]:
FORM 990, PART VI, SECTION C, LINE 19BALLETMET’S
GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL
STATEMENTS ARE AVAILABLE UPON REQUEST.
” [1] “——————————– Fiscal Year:
2016——————————–
” [1] “fiscal_year:
2016
”
[1] “EIN:
310858562
” [1] “SupplementalInformationDetail[1]:
FORM 990, PART VI, SECTION A, LINE 6THE TRUSTEES SHALL BE
THE ONLY MEMBERS OF THE COPORATION. THE PRESIDENTS OF AFFILIATED GROUPS
SHALL BE EX OFFICIO TRUSTEES OF THE CORPORATION AND SHALL HAVE ALL OF
THE RIGHTS AND PRIVILEGES OF TRUSTEES.
” [1] “SupplementalInformationDetail[2]:
FORM 990, PART VI, SECTION A, LINE 7AA PERSON SHALL
BECOME A MEMBER OF THE CORPORATION BY BEING ELECTED AS A
TRUSTEE.
” [1] “SupplementalInformationDetail[3]:
FORM 990, PART VI, SECTION A, LINE 7BEXCEPT WHERE THE
LAW, THE ARTICLES OR THE REGULATIONS OTHERWISE PROVIDE, ALL AUTHORITY OF
THE CORPORATION SHALL BE VESTED IN AND EXERCISED BY THE BOARD OF
TRUSTEES.
” [1] “SupplementalInformationDetail[4]:
FORM 990, PART VI, SECTION B, LINE 11THE BOARD’S FINANCE
COMMITTEE, EXECUTIVE COMMITTEE, AUDIT COMMITTEE, TOP MANAGEMENT, AND
BOARD ALL REVIEW THE FORM 990 PRIOR TO FILING.
” [1] “SupplementalInformationDetail[5]:
FORM 990, PART VI, SECTION B, LINE 12CA CONFLICT OF
INTEREST QUESTIONNAIRE IS GIVEN TO ALL BOARD MEMBERS, AND FOLLOWUP IS
UNDERTAKEN TO GET RESPONSE.
” [1] “SupplementalInformationDetail[6]:
FORM 990, PART VI, SECTION B, LINE 15THE EXECUTIVE
COMMITTEE DETERMINES THE COMPENSATION OF BALLETMET’S EXECUTIVE AND
ARTISTIC DIRECTORS.
” [1] “SupplementalInformationDetail[7]:
FORM 990, PART VI, SECTION C, LINE 19BALLETMET’S
GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL
STATEMENTS ARE AVAILABLE UPON REQUEST. HOWEVER, THEY DO NOT HAVE A
WRITTEN WHISTLEBLOWER POLICY OR A WRITTEN DOCUMENT RETENTION AND
DESTRUCTION POLICY.
” [1] “——————————– Fiscal Year:
2017——————————–
” [1] “fiscal_year:
2017
”
[1] “EIN:
310858562
” [1] “SupplementalInformationDetail[1]:
FORM 990, PART VI, SECTION A, LINE 6THE TRUSTEES SHALL BE
THE ONLY MEMBERS OF THE COPORATION. THE PRESIDENTS OF AFFILIATED GROUPS
SHALL BE EX OFFICIO TRUSTEES OF THE CORPORATION AND SHALL HAVE ALL OF
THE RIGHTS AND PRIVILEGES OF TRUSTEES.
” [1] “SupplementalInformationDetail[2]:
FORM 990, PART VI, SECTION A, LINE 7AA PERSON SHALL
BECOME A MEMBER OF THE CORPORATION BY BEING ELECTED AS A
TRUSTEE.
” [1] “SupplementalInformationDetail[3]:
FORM 990, PART VI, SECTION A, LINE 7BEXCEPT WHERE THE
LAW, THE ARTICLES OR THE REGULATIONS OTHERWISE PROVIDE, ALL AUTHORITY OF
THE CORPORATION SHALL BE VESTED IN AND EXERCISED BY THE BOARD OF
TRUSTEES.
” [1] “SupplementalInformationDetail[4]:
FORM 990, PART VI, SECTION B, LINE 11BTHE BOARD’S FINANCE
COMMITTEE, EXECUTIVE COMMITTEE, AUDIT COMMITTEE, TOP MANAGEMENT, AND
BOARD ALL REVIEW THE FORM 990 PRIOR TO FILING.
” [1] “SupplementalInformationDetail[5]:
FORM 990, PART VI, SECTION B, LINE 12CA CONFLICT OF
INTEREST QUESTIONNAIRE IS GIVEN TO ALL BOARD MEMBERS, AND FOLLOWUP IS
UNDERTAKEN TO GET RESPONSE.
” [1] “SupplementalInformationDetail[6]:
FORM 990, PART VI, SECTION B, LINE 15THE EXECUTIVE
COMMITTEE DETERMINES THE COMPENSATION OF BALLETMET’S EXECUTIVE AND
ARTISTIC DIRECTORS.
” [1] “SupplementalInformationDetail[7]:
FORM 990, PART VI, SECTION C, LINE 19BALLETMET’S
GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL
STATEMENTS ARE AVAILABLE UPON REQUEST. HOWEVER, THEY DO NOT HAVE A
WRITTEN WHISTLEBLOWER POLICY OR A WRITTEN DOCUMENT RETENTION AND
DESTRUCTION POLICY.
” [1] “——————————– Fiscal Year:
2018——————————–
” [1] “fiscal_year:
2018
”
[1] “EIN:
310858562
” [1] “SupplementalInformationDetail[1]:
FORM 990, PART VI, SECTION A, LINE 6THE TRUSTEES SHALL BE
THE ONLY MEMBERS OF THE COPORATION. THE PRESIDENTS OF AFFILIATED GROUPS
SHALL BE EX OFFICIO TRUSTEES OF THE CORPORATION AND SHALL HAVE ALL OF
THE RIGHTS AND PRIVILEGES OF TRUSTEES.
” [1] “SupplementalInformationDetail[2]:
FORM 990, PART VI, SECTION A, LINE 7AA PERSON SHALL
BECOME A MEMBER OF THE CORPORATION BY BEING ELECTED AS A
TRUSTEE.
” [1] “SupplementalInformationDetail[3]:
FORM 990, PART VI, SECTION A, LINE 7BEXCEPT WHERE THE
LAW, THE ARTICLES OR THE REGULATIONS OTHERWISE PROVIDE, ALL AUTHORITY OF
THE CORPORATION SHALL BE VESTED IN AND EXERCISED BY THE BOARD OF
TRUSTEES.
” [1] “SupplementalInformationDetail[4]:
FORM 990, PART VI, SECTION B, LINE 11BTHE BOARD’S FINANCE
COMMITTEE, EXECUTIVE COMMITTEE, AUDIT COMMITTEE, TOP MANAGEMENT, AND
BOARD ALL REVIEW THE FORM 990 PRIOR TO FILING.
” [1] “SupplementalInformationDetail[5]:
FORM 990, PART VI, SECTION B, LINE 12CA CONFLICT OF
INTEREST QUESTIONNAIRE IS GIVEN TO ALL BOARD MEMBERS, AND FOLLOWUP IS
UNDERTAKEN TO GET RESPONSE.
” [1] “SupplementalInformationDetail[6]:
FORM 990, PART VI, SECTION B, LINE 15THE EXECUTIVE
COMMITTEE DETERMINES THE COMPENSATION OF BALLETMET’S EXECUTIVE AND
ARTISTIC DIRECTORS.
” [1] “SupplementalInformationDetail[7]:
FORM 990, PART VI, SECTION C, LINE 19BALLETMET’S
GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL
STATEMENTS ARE AVAILABLE UPON REQUEST. HOWEVER, THEY DO NOT HAVE A
WRITTEN WHISTLEBLOWER POLICY OR A WRITTEN DOCUMENT RETENTION AND
DESTRUCTION POLICY.
” [1] “——————————– Fiscal Year:
2019——————————–
” [1] “fiscal_year:
2019
”
[1] “EIN:
310858562
” [1] “SupplementalInformationDetail[1]:
FORM 990, PART VI, SECTION A, LINE 6THE TRUSTEES SHALL BE
THE ONLY MEMBERS OF THE COPORATION. THE PRESIDENTS OF AFFILIATED GROUPS
SHALL BE EX OFFICIO TRUSTEES OF THE CORPORATION AND SHALL HAVE ALL OF
THE RIGHTS AND PRIVILEGES OF TRUSTEES.
” [1] “SupplementalInformationDetail[2]:
FORM 990, PART VI, SECTION A, LINE 7AA PERSON SHALL
BECOME A MEMBER OF THE CORPORATION BY BEING ELECTED AS A
TRUSTEE.
” [1] “SupplementalInformationDetail[3]:
FORM 990, PART VI, SECTION A, LINE 7BEXCEPT WHERE THE
LAW, THE ARTICLES OR THE REGULATIONS OTHERWISE PROVIDE, ALL AUTHORITY OF
THE CORPORATION SHALL BE VESTED IN AND EXERCISED BY THE BOARD OF
TRUSTEES.
” [1] “SupplementalInformationDetail[4]:
FORM 990, PART VI, SECTION B, LINE 11BTHE BOARD’S FINANCE
COMMITTEE, EXECUTIVE COMMITTEE, AUDIT COMMITTEE, TOP MANAGEMENT, AND
BOARD ALL REVIEW THE FORM 990 PRIOR TO FILING.
” [1] “SupplementalInformationDetail[5]:
FORM 990, PART VI, SECTION B, LINE 12CA CONFLICT OF
INTEREST QUESTIONNAIRE IS GIVEN TO ALL BOARD MEMBERS, AND FOLLOWUP IS
UNDERTAKEN TO GET RESPONSE.
” [1] “SupplementalInformationDetail[6]:
FORM 990, PART VI, SECTION B, LINE 15THE EXECUTIVE
COMMITTEE DETERMINES THE COMPENSATION OF BALLETMET’S EXECUTIVE AND
ARTISTIC DIRECTORS.
” [1] “SupplementalInformationDetail[7]:
FORM 990, PART VI, SECTION C, LINE 19BALLETMET’S
GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL
STATEMENTS ARE AVAILABLE UPON REQUEST. HOWEVER, THEY DO NOT HAVE A
WRITTEN WHISTLEBLOWER POLICY OR A WRITTEN DOCUMENT RETENTION AND
DESTRUCTION POLICY.
” [1] “——————————– Fiscal Year:
2020——————————–
” [1] “fiscal_year:
2020
”
[1] “EIN:
310858562
” [1] “SupplementalInformationDetail[1]:
FORM 990, PART VI, SECTION A, LINE 6THE TRUSTEES SHALL BE
THE ONLY MEMBERS OF THE COPORATION. THE PRESIDENTS OF AFFILIATED GROUPS
SHALL BE EX OFFICIO TRUSTEES OF THE CORPORATION AND SHALL HAVE ALL OF
THE RIGHTS AND PRIVILEGES OF TRUSTEES.
” [1] “SupplementalInformationDetail[2]:
FORM 990, PART VI, SECTION A, LINE 7AA PERSON SHALL
BECOME A MEMBER OF THE CORPORATION BY BEING ELECTED AS A
TRUSTEE.
” [1] “SupplementalInformationDetail[3]:
FORM 990, PART VI, SECTION A, LINE 7BEXCEPT WHERE THE
LAW, THE ARTICLES OR THE REGULATIONS OTHERWISE PROVIDE, ALL AUTHORITY OF
THE CORPORATION SHALL BE VESTED IN AND EXERCISED BY THE BOARD OF
TRUSTEES.
” [1] “SupplementalInformationDetail[4]:
FORM 990, PART VI, SECTION B, LINE 11BTHE BOARD’S FINANCE
COMMITTEE, EXECUTIVE COMMITTEE, AUDIT COMMITTEE, TOP MANAGEMENT, AND
BOARD ALL REVIEW THE FORM 990 PRIOR TO FILING.
” [1] “SupplementalInformationDetail[5]:
FORM 990, PART VI, SECTION B, LINE 12CA CONFLICT OF
INTEREST QUESTIONNAIRE IS GIVEN TO ALL BOARD MEMBERS, AND FOLLOWUP IS
UNDERTAKEN TO GET RESPONSE.
” [1] “SupplementalInformationDetail[6]:
FORM 990, PART VI, SECTION B, LINE 15THE EXECUTIVE
COMMITTEE DETERMINES THE COMPENSATION OF BALLETMET’S EXECUTIVE AND
ARTISTIC DIRECTORS.
” [1] “SupplementalInformationDetail[7]:
FORM 990, PART VI, SECTION C, LINE 19BALLETMET’S
GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL
STATEMENTS ARE AVAILABLE UPON REQUEST. HOWEVER, THEY DO NOT HAVE A
WRITTEN WHISTLEBLOWER POLICY OR A WRITTEN DOCUMENT RETENTION AND
DESTRUCTION POLICY.
”
Oregon Ballet Theatre
Tables for Each Variable with Discordance
ein <- companies_different_any_variable %>%
filter(organization_name == "Oregon Ballet Theatre") %>%
pull(EIN)
vars_to_check <- vars_disc %>%
filter(EIN == ein) %>%
pull(variables) %>%
unlist()
walk(vars_to_check, ~ {
name <- companies_to_ein %>%
filter(EIN%in%ein) %>%
pull(organization_name)
table <- crossref_all %>%
filter(variable == .x & EIN == ein) %>%
select(-c(EIN, contains("difference"), variable)) %>%
make_table(title = paste0("Reports for ",
name,
"<br>Variable: ", .x,
"<br>EIN: ",
ein))
print(table)
})Schedule O Information
schedule_o_ein <- schedule_o %>%
filter(EIN == ein) %>%
arrange(fiscal_year)
name <- companies_to_ein %>%
filter(EIN == ein) %>%
pull(organization_name)
# iterate over each fiscal year and print information from each Schedule O variable
walk(schedule_o_ein$fiscal_year, ~
{
for_year <- schedule_o_ein %>%
filter(fiscal_year == .x)%>%
select(-c(where(is.na)))
print(paste0("<span style='font-size:160%;'><b>",
"-------------------------------- Fiscal Year: ",
.x,
'--------------------------------</b></span><br><br>'))
walk(colnames(for_year), ~ {
section <- paste0("<span style='font-size:130%'><b>",
.x,
": </b></span><br>",
for_year[.x ],
"<br><br><br>")
print(section)
}) # end inner walk
}) # end outer walk[1] “——————————– Fiscal Year:
2015——————————–
” [1] “fiscal_year:
2015
”
[1] “EIN:
931009305
” [1] “SupplementalInformationDetail[1]:
Form 990, Part VI, Line 2: Description of Business or
Family Relationship of Officers, Directors, EtONE OF THE BOARD MEMBERS
IS MARRIED TO ANOTHER BOARD MEMBER.
” [1] “SupplementalInformationDetail[2]:
Form 990, Part VI, Line 11b: Form 990 Review ProcessNo
review was or will be conducted.
” [1] “SupplementalInformationDetail[3]:
Form 990, Part VI, Line 18: Explanation of Other Means
Forms Available For Public InspectionTHE FEDERAL FORM 990 IS AVAILABLE
TO THE PUBLIC AS AN ATTACHMENT TO THE ORGANIZATION’S
WEBSITE.
” [1] “SupplementalInformationDetail[4]:
Form 990, Part VI, Line 19: Other Organization Documents
Publicly AvailableNo documents available to the public.
” [1]
“——————————– Fiscal Year:
2016——————————–
” [1] “fiscal_year:
2016
”
[1] “EIN:
931009305
” [1] “SupplementalInformationDetail[1]:
Form 990, Part VI, Line 2: Description of Business or
Family Relationship of Officers, Directors, EtONE OF THE BOARD MEMBERS
IS MARRIED TO ANOTHER BOARD MEMBER.
” [1] “SupplementalInformationDetail[2]:
Form 990, Part VI, Line 11b: Form 990 Review ProcessNo
review was or will be conducted.
” [1] “SupplementalInformationDetail[3]:
Form 990, Part VI, Line 18: Explanation of Other Means
Forms Available For Public InspectionTHE FEDERAL FORM 990 IS AVAILABLE
TO THE PUBLIC AS AN ATTACHMENT TO THE ORGANIZATION’S
WEBSITE.
” [1] “SupplementalInformationDetail[4]:
Form 990, Part VI, Line 19: Other Organization Documents
Publicly AvailableNo documents available to the public.
” [1]
“SupplementalInformationDetail[5]:
Amended ExplanationORGANIZATION DOES HAVE IN PLACE
POLICIES FOR DOCUMENT RETENTION, WHISTLE BLOWER AND CONFLICT OF
INTEREST.
” [1] “——————————–
Fiscal Year: 2017——————————–
” [1] “fiscal_year:
2017
”
[1] “EIN:
931009305
” [1] “SupplementalInformationDetail[1]:
Form 990, Part VI, Line 11b: Form 990 Review Process990
IS REVIEWED BY BOARD OF TRUSTEES BEFORE FILING
” [1] “SupplementalInformationDetail[2]:
Form 990, Part VI, Line 12c: Explanation of Monitoring
and Enforcement of ConflictsTRUSTEES ARE REQUIRED TO SIGN THE CONFLICT
OF INTEREST POLICY DOCUMENT ANNUALLY WHICH IS THE MEANS TO MONITOR
COMPLIANCE WITH THE POLICY
” [1] “SupplementalInformationDetail[3]:
Form 990, Part VI, Line 15a: Compensation Review &
Approval Process - CEO, Top ManagementThe Executive Compensation
Committee serves to assist the Board in fulfilling its oversight
responsibilities with respect to the development, succession planning,
compensation, and evaluation of the senior executives, and the
identification and management of risk related to the compensation
policies and practices of the Organization. The Committee also assists
the Board with executive compensation disclosure, as well as such other
matters delegated by the Board.
” [1] “SupplementalInformationDetail[4]:
Form 990, Part VI, Line 18: Explanation of Other Means
Forms Available For Public InspectionTHE FEDERAL FORM 990 IS AVAILABLE
TO THE PUBLIC AS AN ATTACHMENT TO THE ORGANIZATION’S
WEBSITE.
” [1] “SupplementalInformationDetail[5]:
Form 990, Part VI, Line 19: Other Organization Documents
Publicly AvailableUPON REQUEST
” [1] “——————————– Fiscal Year:
2018——————————–
” [1] “fiscal_year:
2018
”
[1] “EIN:
931009305
” [1] “SupplementalInformationDetail[1]:
Form 990, Part VI, Line 11b: Form 990 Review Process990
IS REVIEWED BY BOARD OF TRUSTEES BEFORE FILING
” [1] “SupplementalInformationDetail[2]:
Form 990, Part VI, Line 12c: Explanation of Monitoring
and Enforcement of ConflictsTRUSTEES ARE REQUIRED TO SIGN THE CONFLICT
OF INTEREST POLICY DOCUMENT ANNUALLY WHICH IS THE MEANS TO MONITOR
COMPLIANCE WITH THE POLICY
” [1] “SupplementalInformationDetail[3]:
Form 990, Part VI, Line 15a: Compensation Review &
Approval Process - CEO, Top ManagementThe Executive Compensation
Committee serves to assist the Board in fulfilling its oversight
responsibilities with respect to the development, succession planning,
compensation, and evaluation of the senior executives, and the
identification and management of risk related to the compensation
policies and practices of the Organization. The Committee also assists
the Board with executive compensation disclosure, as well as such other
matters delegated by the Board.
” [1] “SupplementalInformationDetail[4]:
Form 990, Part VI, Line 18: Explanation of Other Means
Forms Available For Public InspectionTHE FEDERAL FORM 990 IS AVAILABLE
TO THE PUBLIC AS AN ATTACHMENT TO THE ORGANIZATION’S
WEBSITE.
” [1] “SupplementalInformationDetail[5]:
Form 990, Part VI, Line 19: Other Organization Documents
Publicly AvailableUPON REQUEST
” [1] “——————————– Fiscal Year:
2019——————————–
” [1] “fiscal_year:
2019
”
[1] “EIN:
931009305
” [1] “SupplementalInformationDetail[1]:
Form 990, Part VI, Line 11b: Form 990 Review Process990
IS REVIEWED BY BOARD OF TRUSTEES BEFORE FILING
” [1] “SupplementalInformationDetail[2]:
Form 990, Part VI, Line 12c: Explanation of Monitoring
and Enforcement of ConflictsTRUSTEES ARE REQUIRED TO SIGN THE CONFLICT
OF INTEREST POLICY DOCUMENT ANNUALLY WHICH IS THE MEANS TO MONITOR
COMPLIANCE WITH THE POLICY
” [1] “SupplementalInformationDetail[3]:
Form 990, Part VI, Line 15a: Compensation Review &
Approval Process - CEO, Top ManagementThe Executive Compensation
Committee serves to assist the Board in fulfilling its oversight
responsibilities with respect to the development, succession planning,
compensation, and evaluation of the senior executives, and the
identification and management of risk related to the compensation
policies and practices of the Organization. The Committee also assists
the Board with executive compensation disclosure, as well as such other
matters delegated by the Board.
” [1] “SupplementalInformationDetail[4]:
Form 990, Part VI, Line 18: Explanation of Other Means
Forms Available For Public InspectionTHE FEDERAL FORM 990 IS AVAILABLE
TO THE PUBLIC AS AN ATTACHMENT TO THE ORGANIZATION’S
WEBSITE.
” [1] “SupplementalInformationDetail[5]:
Form 990, Part VI, Line 19: Other Organization Documents
Publicly AvailableUPON REQUEST
” [1] “——————————– Fiscal Year:
2020——————————–
” [1] “fiscal_year:
2020
”
[1] “EIN:
931009305
” [1] “SupplementalInformationDetail[1]:
Form 990, Part VI, Line 11b: Form 990 Review Process990
IS REVIEWED BY BOARD OF TRUSTEES BEFORE FILING
” [1] “SupplementalInformationDetail[2]:
Form 990, Part VI, Line 12c: Explanation of Monitoring
and Enforcement of ConflictsTRUSTEES ARE REQUIRED TO SIGN THE CONFLICT
OF INTEREST POLICY DOCUMENT ANNUALLY WHICH IS THE MEANS TO MONITOR
COMPLIANCE WITH THE POLICY
” [1] “SupplementalInformationDetail[3]:
Form 990, Part VI, Line 15a: Compensation Review &
Approval Process - CEO, Top ManagementThe Executive Compensation
Committee serves to assist the Board in fulfilling its oversight
responsibilities with respect to the development, succession planning,
compensation, and evaluation of the senior executives, and the
identification and management of risk related to the compensation
policies and practices of the Organization. The Committee also assists
the Board with executive compensation disclosure, as well as such other
matters delegated by the Board.
” [1] “SupplementalInformationDetail[4]:
Form 990, Part VI, Line 18: Explanation of Other Means
Forms Available For Public InspectionTHE FEDERAL FORM 990 IS AVAILABLE
TO THE PUBLIC AS AN ATTACHMENT TO THE ORGANIZATION’S
WEBSITE.
” [1] “SupplementalInformationDetail[5]:
Form 990, Part VI, Line 19: Other Organization Documents
Publicly AvailableUPON REQUEST
” [1] “——————————– Fiscal Year:
2021——————————–
” [1] “fiscal_year:
2021
”
[1] “EIN:
931009305
” [1] “SupplementalInformationDetail[1]:
Form 990, Part VI, Line 11b: Form 990 Review Process990
IS REVIEWED BY BOARD OF TRUSTEES BEFORE FILING
” [1] “SupplementalInformationDetail[2]:
Form 990, Part VI, Line 12c: Explanation of Monitoring
and Enforcement of ConflictsTRUSTEES ARE REQUIRED TO SIGN THE CONFLICT
OF INTEREST POLICY DOCUMENT ANNUALLY WHICH IS THE MEANS TO MONITOR
COMPLIANCE WITH THE POLICY
” [1] “SupplementalInformationDetail[3]:
Form 990, Part VI, Line 15a: Compensation Review &
Approval Process - CEO, Top ManagementThe Executive Compensation
Committee serves to assist the Board in fulfilling its oversight
responsibilities with respect to the development, succession planning,
compensation, and evaluation of the senior executives, and the
identification and management of risk related to the compensation
policies and practices of the Organization. The Committee also assists
the Board with executive compensation disclosure, as well as such other
matters delegated by the Board.
” [1] “SupplementalInformationDetail[4]:
Form 990, Part VI, Line 18: Explanation of Other Means
Forms Available For Public InspectionTHE FEDERAL FORM 990 IS AVAILABLE
TO THE PUBLIC AS AN ATTACHMENT TO THE ORGANIZATION’S
WEBSITE.
” [1] “SupplementalInformationDetail[5]:
Form 990, Part VI, Line 19: Other Organization Documents
Publicly AvailableUPON REQUEST
”
The Washington Ballet
Tables for Each Variable with Discordance
ein <- companies_different_any_variable %>%
filter(organization_name == "The Washington Ballet") %>%
pull(EIN)
vars_to_check <- vars_disc %>%
filter(EIN == ein) %>%
pull(variables) %>%
unlist()
walk(vars_to_check, ~ {
name <- companies_to_ein %>%
filter(EIN%in%ein) %>%
pull(organization_name)
table <- crossref_all %>%
filter(variable == .x & EIN == ein) %>%
select(-c(EIN, contains("difference"), variable)) %>%
make_table(title = paste0("Reports for ",
name,
"<br>Variable: ", .x,
"<br>EIN: ",
ein))
print(table)
})Schedule O Information
schedule_o_ein <- schedule_o %>%
filter(EIN == ein) %>%
arrange(fiscal_year)
name <- companies_to_ein %>%
filter(EIN == ein) %>%
pull(organization_name)
# iterate over each fiscal year and print information from each Schedule O variable
walk(schedule_o_ein$fiscal_year, ~
{
for_year <- schedule_o_ein %>%
filter(fiscal_year == .x)%>%
select(-c(where(is.na)))
print(paste0("<span style='font-size:160%;'><b>",
"-------------------------------- Fiscal Year: ",
.x,
'--------------------------------</b></span><br><br>'))
walk(colnames(for_year), ~ {
section <- paste0("<span style='font-size:130%'><b>",
.x,
": </b></span><br>",
for_year[.x ],
"<br><br><br>")
print(section)
}) # end inner walk
}) # end outer walk[1] “——————————– Fiscal Year:
2015——————————–
” [1] “fiscal_year:
2015
”
[1] “EIN:
520846173
” [1] “SupplementalInformationDetail[1]:
MONITORING AND ENFORCEMENT OF THE CONFLICT OF INTEREST
POLICYPART VI, QUESTION 12C ALL BOARD MEMBERS, EMPLOYEES, AND VOLUNTEERS
ARE ASKED TO SIGN AN AGREEMENT TO THE CONFLICT OF INTEREST POLICY UPON
COMMENCEMENT OF THEIR AFFILIATION WITH THE ORGANIZATION. ANY BREACH OF
THE POLICY IS MONITORED BY HR, DEALT WITH ON THE EXECUTIVE LEVEL AND
USUALLY RESULTS IN SEPARATION.
” [1] “SupplementalInformationDetail[2]:
HOW COMPENSATION OF OFFICERS AND KEY EMPLOYEES IS
DETERMINEDPART VI, QUESTIONS 15A & B THE WASHINGTON BALLET’S
COMPENSATION COMMITTEE USES GUIDESTAR, THE NOT-FOR-PROFIT WEBSITE THAT
MAKES OTHER SIMILAR NONPROFIT 990’S AVAILABLE TO THE PUBLIC TO DETERMINE
THE COMPENSATION FOR EXECUTIVES AND KEY EMPLOYEES. THE COMPENSATION
COMMITTEE THEN ENGAGES AN ARTS PROFESSIONAL HIRING FIRM WHICH PROVIDES
INDUSTRY AVERAGES OF COMPENSATION BASED ON THE DISTRICT OF COLUMBIA. A
REPORT OF THE FINDINGS IS THEN DISCUSSED AT THE EXECUTIVE BOARD LEVEL
WHERE A DECISION IS REACHED. THIS PROCESS WAS LAST VISITED IN 2008 WHEN
EXECUTIVE DIRECTOR RUSSELL ALLEN WAS HIRED.
” [1] “SupplementalInformationDetail[3]:
PROCESS BY WHICH THE BOARD REVIEWS THE 990PART VI,
QUESTION 11A THE FINANCE COMMITTEE AND AUDIT COMMITTEE OF THE GOVERNING
BODY WILL REVIEW THE 990 AND APPROVE IT BEFORE IT IS FILED
ELECTRONICALLY.
” [1] “SupplementalInformationDetail[4]:
WHETHER AND HOW CERTAIN DOCUMENTS ARE MADE AVAILABLE TO
THE PUBLICPART VI, QUESTION 19 THE GOVERNING DOCUMENTS, CONFLICT OF
INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE
PUBLIC UPON REQUEST.
” [1] “SupplementalInformationDetail[5]:
BREAKOUT OF OTHER FEES FOR SERVICESPart IX, line 11g
Other Fees - Program: Stagehand/Wardrobe Fees $1,076,782 Instructor Fees
337,160 Studio Company Stipends 124,476 Other 462,231 Total Other Fees -
Program $2,000,649 Other Fees - Management & General: Consulting
Fees $110,406 Recruitment 10,908 Other 6,390 Total Other Fees - Mmgt
& Gen. $127,704 Other Fees - Fundraising: Consulting $12,338 Other
1,296 Total Other Fees - Fundraising $13,634 Total Other Fees for
Services: $2,141,987
” [1] “SupplementalInformationDetail[6]:
FORM 990 PART IX LINE 11GDESCRIPTION:PERFORMANCE EXPENSE
TOTAL FEES:2141987
” [1] “——————————– Fiscal Year:
2016——————————–
” [1] “fiscal_year:
2016
”
[1] “EIN:
520846173
” [1] “SupplementalInformationDetail[1]:
MONITORING AND ENFORCEMENT OF THE CONFLICT OF INTEREST
POLICYPART VI, QUESTION 12C ALL BOARD MEMBERS, EMPLOYEES, AND VOLUNTEERS
ARE ASKED TO SIGN AN AGREEMENT TO THE CONFLICT OF INTEREST POLICY UPON
COMMENCEMENT OF THEIR AFFILIATION WITH THE ORGANIZATION. ANY BREACH OF
THE POLICY IS MONITORED BY HR, DEALT WITH ON THE EXECUTIVE LEVEL AND
USUALLY RESULTS IN SEPARATION.
” [1] “SupplementalInformationDetail[2]:
HOW COMPENSATION OF OFFICERS AND KEY EMPLOYEES IS
DETERMINEDPART VI, QUESTIONS 15A & B THE WASHINGTON BALLET’S
COMPENSATION COMMITTEE USES GUIDESTAR, THE NOT-FOR-PROFIT WEBSITE THAT
MAKES OTHER SIMILAR NONPROFIT 990’S AVAILABLE TO THE PUBLIC TO DETERMINE
THE COMPENSATION FOR EXECUTIVES AND KEY EMPLOYEES. THE COMPENSATION
COMMITTEE THEN ENGAGES AN ARTS PROFESSIONAL HIRING FIRM WHICH PROVIDES
INDUSTRY AVERAGES OF COMPENSATION BASED ON THE DISTRICT OF COLUMBIA. A
REPORT OF THE FINDINGS IS THEN DISCUSSED AT THE EXECUTIVE BOARD LEVEL
WHERE A DECISION IS REACHED. THIS PROCESS WAS LAST VISITED IN
2008.
” [1] “SupplementalInformationDetail[3]:
PROCESS BY WHICH THE BOARD REVIEWS THE 990PART VI,
QUESTION 11A THE FINANCE COMMITTEE AND AUDIT COMMITTEE OF THE GOVERNING
BODY WILL REVIEW THE 990 AND APPROVE IT BEFORE IT IS FILED
ELECTRONICALLY.
” [1] “SupplementalInformationDetail[4]:
WHETHER AND HOW CERTAIN DOCUMENTS ARE MADE AVAILABLE TO
THE PUBLICPART VI, QUESTION 19 THE GOVERNING DOCUMENTS, CONFLICT OF
INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE
PUBLIC UPON REQUEST.
” [1] “SupplementalInformationDetail[5]:
BREAKOUT OF OTHER FEES FOR SERVICESPart IX, line 11g
Other Fees - Program: Stagehand/Wardrobe Fees $1,186,912 Instructor Fees
398,368 Studio Company Stipends 85,181 Other 457,765 Total Other Fees -
Program $2,128,226 Other Fees - Management & General: Consulting
Fees $186,500 Recruitment 19,514 Other 7,050 Total Other Fees - Mmgt
& Gen. $213,064 Other Fees - Fundraising: Consulting $11,591 Other
1,633 Total Other Fees - Fundraising $13,224 Total Other Fees for
Services: $2,354,514
” [1] “SupplementalInformationDetail[6]:
FORM 990 PART IX LINE 11GDESCRIPTION:PERFORMANCE EXPENSE
TOTAL FEES:2354514
” [1] “——————————– Fiscal Year:
2017——————————–
” [1] “fiscal_year:
2017
”
[1] “EIN:
520846173
” [1] “SupplementalInformationDetail[1]:
MONITORING AND ENFORCEMENT OF THE CONFLICT OF INTEREST
POLICYPART VI, QUESTION 12C ALL BOARD MEMBERS, EMPLOYEES, AND VOLUNTEERS
ARE ASKED TO SIGN AN AGREEMENT TO THE CONFLICT OF INTEREST POLICY UPON
COMMENCEMENT OF THEIR AFFILIATION WITH THE ORGANIZATION. ANY BREACH OF
THE POLICY IS MONITORED BY HR, DEALT WITH ON THE EXECUTIVE LEVEL AND
USUALLY RESULTS IN SEPARATION.
” [1] “SupplementalInformationDetail[2]:
HOW COMPENSATION OF OFFICERS AND KEY EMPLOYEES IS
DETERMINEDPART VI, QUESTIONS 15 A & B THE WASHINGTON BALLET’S
executive COMMITTEE USES GUIDESTAR, THE NOT-FOR-PROFIT WEBSITE THAT
MAKES OTHER SIMILAR NONPROFIT 990’S AVAILABLE TO THE PUBLIC TO DETERMINE
THE COMPENSATION FOR EXECUTIVES AND KEY EMPLOYEES. THE executive
COMMITTEE THEN ENGAGES AN ARTS PROFESSIONAL HIRING FIRM WHICH PROVIDES
INDUSTRY AVERAGES OF COMPENSATION BASED IN THE DISTRICT OF COLUMBIA. A
REPORT OF THE FINDINGS IS THEN DISCUSSED AT THE EXECUTIVE BOARD LEVEL
WHERE A DECISION IS REACHED. THIS PROCESS WAS LAST VISITED IN
2008.
” [1] “SupplementalInformationDetail[3]:
PROCESS BY WHICH THE BOARD REVIEWS THE 990PART VI,
QUESTION 11A THE FINANCE COMMITTEE AND AUDIT COMMITTEE OF THE GOVERNING
BODY WILL REVIEW THE 990 AND APPROVE IT BEFORE IT IS FILED
ELECTRONICALLY.
” [1] “SupplementalInformationDetail[4]:
WHETHER AND HOW CERTAIN DOCUMENTS ARE MADE AVAILABLE TO
THE PUBLICPART VI, QUESTION 19 THE GOVERNING DOCUMENTS, CONFLICT OF
INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE
PUBLIC UPON REQUEST.
” [1] “SupplementalInformationDetail[5]:
audited financial statements issued by an independent
accountantPart XII, Line 2: The audited financial statemtents for the
year ended June 30, 2017 are in the preparation process and will be
issued subsequent to the filing of the 2016 Form 990.
” [1]
“SupplementalInformationDetail[6]:
FORM 990 PART IX LINE 11GDESCRIPTION:STAGING, LIGHTING,
& WARDROBE TOTAL FEES:1024684
” [1] “SupplementalInformationDetail[7]:
FORM 990 PART IX LINE 11GDESCRIPTION:CONSULTANTS TOTAL
FEES:513828
” [1] “——————————– Fiscal Year:
2018——————————–
” [1] “fiscal_year:
2018
”
[1] “EIN:
520846173
” [1] “SupplementalInformationDetail[1]:
FORM 990, PART VI, SECTION B, LINE 11BTHE FINANCE
COMMITTEE AND AUDIT COMMITTEE OF THE GOVERNING BODY WILL REVIEW THE 990
AND APPROVE IT BEFORE IT IS FILED ELECTRONICALLY.
” [1]
“SupplementalInformationDetail[2]:
FORM 990, PART VI, SECTION B, LINE 12CALL BOARD MEMBERS,
EMPLOYEES, AND VOLUNTEERS ARE ASKED TO SIGN AN AGREEMENT TO THE CONFLICT
OF INTEREST POLICY UPON COMMENCEMENT OF THEIR AFFILIATION WITH THE
ORGANIZATION. ANY BREACH OF THE POLICY IS MONITORED BY HR, DEALT WITH ON
THE EXECUTIVE LEVEL AND USUALLY RESULTS IN SEPARATION.
” [1]
“SupplementalInformationDetail[3]:
FORM 990, PART VI, SECTION B, LINE 15THE WASHINGTON
BALLET’S EXECUTIVE COMMITTEE USES GUIDESTAR, THE NOT-FOR-PROFIT WEBSITE
THAT MAKES OTHER SIMILAR NONPROFIT 990’S AVAILABLE TO THE PUBLIC, TO
DETERMINE THE COMPENSATION FOR EXECUTIVES AND KEY EMPLOYEES. THE
EXECUTIVE COMMITTEE THEN ENGAGES AN ARTS PROFESSIONAL HIRING FIRM WHICH
PROVIDES INDUSTRY AVERAGES OF COMPENSATION BASED IN THE DISTRICT OF
COLUMBIA. A REPORT OF THE FINDINGS IS THEN DISCUSSED AT THE EXECUTIVE
BOARD LEVEL WHERE A DECISION IS REACHED. THIS PROCESS WAS LAST VISITED
IN 2008.
” [1] “SupplementalInformationDetail[4]:
FORM 990, PART VI, SECTION C, LINE 19THE GOVERNING
DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE
MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
” [1] “SupplementalInformationDetail[5]:
FORM 990, PART IX, LINE 11GSTAGING, LIGHTING, AND
WARDROBE: PROGRAM SERVICE EXPENSES 1,047,517. MANAGEMENT AND GENERAL
EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,047,517.
CONSULTANTS & CONTRACT VENDORS: PROGRAM SERVICE EXPENSES 158,875.
MANAGEMENT AND GENERAL EXPENSES 26,085. FUNDRAISING EXPENSES 103,593.
TOTAL EXPENSES 288,553. INSTRUCTORS: PROGRAM SERVICE EXPENSES 256,443.
MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL
EXPENSES 256,443. MUSICIANS & CONDUCTORS: PROGRAM SERVICE EXPENSES
486,584. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0.
TOTAL EXPENSES 486,584. BOS OFFICE FEES: PROGRAM SERVICE EXPENSES
313,690. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0.
TOTAL EXPENSES 313,690.
” [1] “——————————– Fiscal Year:
2019——————————–
” [1] “fiscal_year:
2019
”
[1] “EIN:
520846173
” [1] “SupplementalInformationDetail[1]:
FORM 990, PART VI, SECTION B, LINE 11BTHE FINANCE
COMMITTEE AND AUDIT COMMITTEE OF THE GOVERNING BODY WILL REVIEW THE 990
AND APPROVE IT BEFORE IT IS FILED ELECTRONICALLY.
” [1]
“SupplementalInformationDetail[2]:
FORM 990, PART VI, SECTION B, LINE 12CALL BOARD MEMBERS,
EMPLOYEES, AND VOLUNTEERS ARE ASKED TO SIGN AN AGREEMENT TO THE CONFLICT
OF INTEREST POLICY UPON COMMENCEMENT OF THEIR AFFILIATION WITH THE
ORGANIZATION. ANY BREACH OF THE POLICY IS MONITORED BY HR, DEALT WITH ON
THE EXECUTIVE LEVEL AND USUALLY RESULTS IN SEPARATION.
” [1]
“SupplementalInformationDetail[3]:
FORM 990, PART VI, SECTION B, LINE 15THE WASHINGTON
BALLET’S EXECUTIVE COMMITTEE USES GUIDESTAR, THE NOT-FOR-PROFIT WEBSITE
THAT MAKES OTHER SIMILAR NONPROFIT 990’S AVAILABLE TO THE PUBLIC, TO
DETERMINE THE COMPENSATION FOR EXECUTIVES AND KEY EMPLOYEES. THE
EXECUTIVE COMMITTEE THEN ENGAGES AN ARTS PROFESSIONAL HIRING FIRM WHICH
PROVIDES INDUSTRY AVERAGES OF COMPENSATION BASED IN THE DISTRICT OF
COLUMBIA. A REPORT OF THE FINDINGS IS THEN DISCUSSED AT THE EXECUTIVE
BOARD LEVEL WHERE A DECISION IS REACHED. THIS PROCESS WAS LAST VISITED
IN 2008.
” [1] “SupplementalInformationDetail[4]:
FORM 990, PART VI, SECTION C, LINE 19THE GOVERNING
DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE
MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
” [1] “SupplementalInformationDetail[5]:
FORM 990, PART IX, LINE 11GSTAGING, LIGHTING, AND
WARDROBE: PROGRAM SERVICE EXPENSES 1,187,365. MANAGEMENT AND GENERAL
EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,187,365.
CONSULTANTS & CONTRACT VENDORS: PROGRAM SERVICE EXPENSES 550,679.
MANAGEMENT AND GENERAL EXPENSES 203,470. FUNDRAISING EXPENSES 60,198.
TOTAL EXPENSES 814,347. INSTRUCTORS: PROGRAM SERVICE EXPENSES 402,907.
MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL
EXPENSES 402,907. MUSICIANS & CONDUCTORS: PROGRAM SERVICE EXPENSES
323,678. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0.
TOTAL EXPENSES 323,678. BOX OFFICE FEES: PROGRAM SERVICE EXPENSES
387,666. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0.
TOTAL EXPENSES 387,666. BANK SERVICE CHARGES ALLOCATION: PROGRAM SERVICE
EXPENSES 195,971. MANAGEMENT AND GENERAL EXPENSES 25,016. FUNDRAISING
EXPENSES 32,089. TOTAL EXPENSES 253,076.
” [1] “SupplementalInformationDetail[6]:
FORM 990, PART XII, LINE 2C:THE PROCESS HAS NOT CHANGED
FROM PRIOR YEAR.
” [1] “——————————– Fiscal Year:
2020——————————–
” [1] “fiscal_year:
2020
”
[1] “EIN:
520846173
” [1] “SupplementalInformationDetail[1]:
FORM 990, PART VI, SECTION B, LINE 11BTHE FINANCE
COMMITTEE AND AUDIT COMMITTEE OF THE GOVERNING BODY WILL REVIEW THE 990
AND APPROVE IT BEFORE IT IS FILED ELECTRONICALLY.
” [1]
“SupplementalInformationDetail[2]:
FORM 990, PART VI, SECTION B, LINE 12CALL BOARD MEMBERS,
EMPLOYEES, AND VOLUNTEERS ARE ASKED TO SIGN AN AGREEMENT TO THE CONFLICT
OF INTEREST POLICY UPON COMMENCEMENT OF THEIR AFFILIATION WITH THE
ORGANIZATION. ANY BREACH OF THE POLICY IS MONITORED BY HR, DEALT WITH ON
THE EXECUTIVE LEVEL AND USUALLY RESULTS IN SEPARATION.
” [1]
“SupplementalInformationDetail[3]:
FORM 990, PART VI, SECTION B, LINE 15THE WASHINGTON
BALLET’S EXECUTIVE COMMITTEE USES GUIDESTAR, THE NOT-FOR-PROFIT WEBSITE
THAT MAKES OTHER SIMILAR NONPROFIT 990’S AVAILABLE TO THE PUBLIC, TO
DETERMINE THE COMPENSATION FOR EXECUTIVES AND KEY EMPLOYEES. THE
EXECUTIVE COMMITTEE THEN ENGAGES AN ARTS PROFESSIONAL HIRING FIRM WHICH
PROVIDES INDUSTRY AVERAGES OF COMPENSATION BASED IN THE DISTRICT OF
COLUMBIA. A REPORT OF THE FINDINGS IS THEN DISCUSSED AT THE EXECUTIVE
BOARD LEVEL WHERE A DECISION IS REACHED. THIS PROCESS WAS LAST VISITED
IN 2008.
” [1] “SupplementalInformationDetail[4]:
FORM 990, PART VI, SECTION C, LINE 19THE GOVERNING
DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE
MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
” [1] “SupplementalInformationDetail[5]:
FORM 990, PART IX, LINE 11GSTAGING, LIGHTING, AND
WARDROBE: PROGRAM SERVICE EXPENSES 987,055. MANAGEMENT AND GENERAL
EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 987,055. CONSULTANTS
& CONTRACT VENDORS: PROGRAM SERVICE EXPENSES 380,064. MANAGEMENT AND
GENERAL EXPENSES 50,873. FUNDRAISING EXPENSES 202,531. TOTAL EXPENSES
633,468. INSTRUCTORS: PROGRAM SERVICE EXPENSES 19,451. MANAGEMENT AND
GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 19,451.
MUSICIANS & CONDUCTORS: PROGRAM SERVICE EXPENSES 147,221. MANAGEMENT
AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 147,221.
BOX OFFICE FEES: PROGRAM SERVICE EXPENSES 307,557. MANAGEMENT AND
GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 307,557. BANK
SERVICE CHARGES ALLOCATION: PROGRAM SERVICE EXPENSES 128,668. MANAGEMENT
AND GENERAL EXPENSES 25,917. FUNDRAISING EXPENSES 28,630. TOTAL EXPENSES
183,215.
” [1] “SupplementalInformationDetail[6]:
FORM 990, PART XII, LINE 2C:THA PROCESS HAS NOT CHANGED
FROM PRIOR YEARS.
”
Aspen Santa Fe Ballet
Tables for Each Variable with Discordance
ein <- companies_different_any_variable %>%
filter(organization_name == "Aspen Santa Fe Ballet") %>%
pull(EIN)
vars_to_check <- vars_disc %>%
filter(EIN == ein) %>%
pull(variables) %>%
unlist()
walk(vars_to_check, ~ {
name <- companies_to_ein %>%
filter(EIN%in%ein) %>%
pull(organization_name)
table <- crossref_all %>%
filter(variable == .x & EIN == ein) %>%
select(-c(EIN, contains("difference"), variable)) %>%
make_table(title = paste0("Reports for ",
name,
"<br>Variable: ", .x,
"<br>EIN: ",
ein))
print(table)
})Schedule O Information
schedule_o_ein <- schedule_o %>%
filter(EIN == ein) %>%
arrange(fiscal_year)
name <- companies_to_ein %>%
filter(EIN == ein) %>%
pull(organization_name)
# iterate over each fiscal year and print information from each Schedule O variable
walk(schedule_o_ein$fiscal_year, ~
{
for_year <- schedule_o_ein %>%
filter(fiscal_year == .x)%>%
select(-c(where(is.na)))
print(paste0("<span style='font-size:160%;'><b>",
"-------------------------------- Fiscal Year: ",
.x,
'--------------------------------</b></span><br><br>'))
walk(colnames(for_year), ~ {
section <- paste0("<span style='font-size:130%'><b>",
.x,
": </b></span><br>",
for_year[.x ],
"<br><br><br>")
print(section)
}) # end inner walk
}) # end outer walk[1] “——————————– Fiscal Year:
2015——————————–
” [1] “fiscal_year:
2015
”
[1] “EIN:
841150857
” [1] “SupplementalInformationDetail[1]:
Form 990, Part VI, Section B, line 11ONCE THE 990 IS
READY FOR REVIEW, THE EXECUTIVE COMMITTEE RECEIVES A COPY OF THE 990 FOR
REVIEW. QUESTIONS ARE DIRECTED TO THE TREASURER. THE TREASURER REPORTS
THE CHANGES TO THE ACCOUNTING FIRM PREPARING THE 990. A FINAL COPY OF
THE 990 IS MADE AVAILABLE TO ALL MEMBERS OF THE BOARD.
” [1]
“SupplementalInformationDetail[2]:
Form 990, Part VI, Section B, line 12cA CONFLICT OF
INTEREST QUESTIONNAIRE IS PROVIDED TO EACH BOARD MEMBER AT THE BEGINNING
OF THE FISCAL YEAR. THEY ARE REQUIRED TO COMPLETE IT AND RETURN IT TO
THE EXECUTIVE DIRECTOR AS A CONDITION OF BOARD MEMBERSHIP. THE
QUESTIONNAIRE REQUIRES BOARD MEMBERS TO CONTACT THE EXECUTIVE DIRECTOR
OR APPOINTED BOARD MEMBER OF ANY CHANGES DURING THE FISCAL
YEAR.
” [1] “SupplementalInformationDetail[3]:
Form 990, Part VI, Section B, line 15THE EXECUTIVE
COMMITTEE DETERMINES THE EXECUTIVE AND ARTISIC DIRECTOR’S COMPENSATION
ANNUALLY DURING THE BUDGET PROCESS. THE EXECUTIVE COMMITTEE USES ALL
INFORMATION AVAILABLE TO DETERMINE THE COMPENSATION
PACKAGE.
” [1] “SupplementalInformationDetail[4]:
Form 990, Part VI, Section C, line 19THE ORGANIZATION’S
GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL
STATEMENTS (THROUGH THE 990) ARE MADE AVAILABLE TO THE GENERAL PUBLIC
UPON REQUEST.
” [1] “SupplementalInformationDetail[5]:
Form 990, Part XI, line 9:GAIN IN BENEFICIAL INTEREST IN
ASSETS HELD BY ASPEN COMMUNITY FOUNDATION -7,493.
” [1]
“SupplementalInformationDetail[6]:
SECTION 1.263(A)-1(F) DE MINIMIS SAFE HARBOR
ELECTIONASPEN SANTA FE BALLET IS MAKING THE DE MINIMIS SAFE HARBOR
ELECTION UNDER REG. SEC. 1.263(A)-1(F).
” [1] “——————————– Fiscal Year:
2016——————————–
” [1] “fiscal_year:
2016
”
[1] “EIN:
841150857
” [1] “SupplementalInformationDetail[1]:
Form 990, Part VI, Section B, line 11ONCE THE 990 IS
READY FOR REVIEW, THE EXECUTIVE COMMITTEE RECEIVES A COPY OF THE 990 FOR
REVIEW. QUESTIONS ARE DIRECTED TO THE TREASURER. THE TREASURER REPORTS
THE CHANGES TO THE ACCOUNTING FIRM PREPARING THE 990. A FINAL COPY OF
THE 990 IS MADE AVAILABLE TO ALL MEMBERS OF THE BOARD.
” [1]
“SupplementalInformationDetail[2]:
Form 990, Part VI, Section B, line 12cA CONFLICT OF
INTEREST QUESTIONNAIRE IS PROVIDED TO EACH BOARD MEMBER AT THE BEGINNING
OF THE FISCAL YEAR. THEY ARE REQUIRED TO COMPLETE IT AND RETURN IT TO
THE EXECUTIVE DIRECTOR AS A CONDITION OF BOARD MEMBERSHIP. THE
QUESTIONNAIRE REQUIRES BOARD MEMBERS TO CONTACT THE EXECUTIVE DIRECTOR
OR APPOINTED BOARD MEMBER OF ANY CHANGES DURING THE FISCAL
YEAR.
” [1] “SupplementalInformationDetail[3]:
Form 990, Part VI, Section B, line 15THE EXECUTIVE
COMMITTEE DETERMINES THE EXECUTIVE AND ARTISIC DIRECTOR’S COMPENSATION
ANNUALLY DURING THE BUDGET PROCESS. THE EXECUTIVE COMMITTEE USES ALL
INFORMATION AVAILABLE TO DETERMINE THE COMPENSATION
PACKAGE.
” [1] “SupplementalInformationDetail[4]:
Form 990, Part VI, Section C, line 19THE ORGANIZATION’S
GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL
STATEMENTS (THROUGH THE 990) ARE MADE AVAILABLE TO THE GENERAL PUBLIC
UPON REQUEST.
” [1] “SupplementalInformationDetail[5]:
Form 990, Part XI, line 9:GAIN IN BENEFICIAL INTEREST IN
ASSETS HELD BY ASPEN COMMUNITY FOUNDATION 9,541.
” [1] “SupplementalInformationDetail[6]:
SECTION 1.263(A)-1(F) DE MINIMIS SAFE HARBOR
ELECTIONASPEN SANTA FE BALLET IS MAKING THE DE MINIMIS SAFE HARBOR
ELECTION UNDER REG. SEC. 1.263(A)-1(F).
” [1] “——————————– Fiscal Year:
2017——————————–
” [1] “fiscal_year:
2017
”
[1] “EIN:
841150857
” [1] “SupplementalInformationDetail[1]:
Form 990, Part VI, Section B, line 11bONCE THE 990 IS
READY FOR REVIEW, THE EXECUTIVE COMMITTEE RECEIVES A COPY OF THE 990 FOR
REVIEW. QUESTIONS ARE DIRECTED TO THE TREASURER. THE TREASURER REPORTS
THE CHANGES TO THE ACCOUNTING FIRM PREPARING THE 990. A FINAL COPY OF
THE 990 IS MADE AVAILABLE TO ALL MEMBERS OF THE BOARD.
” [1]
“SupplementalInformationDetail[2]:
Form 990, Part VI, Section B, line 12cA CONFLICT OF
INTEREST QUESTIONNAIRE IS PROVIDED TO EACH BOARD MEMBER AT THE BEGINNING
OF THE FISCAL YEAR. THEY ARE REQUIRED TO COMPLETE IT AND RETURN IT TO
THE EXECUTIVE DIRECTOR AS A CONDITION OF BOARD MEMBERSHIP. THE
QUESTIONNAIRE REQUIRES BOARD MEMBERS TO CONTACT THE EXECUTIVE DIRECTOR
OR APPOINTED BOARD MEMBER OF ANY CHANGES DURING THE FISCAL
YEAR.
” [1] “SupplementalInformationDetail[3]:
Form 990, Part VI, Section B, line 15THE PRESIDENT SET UP
A SPECIAL EXECUTIVE COMPENSATION COMMITTEE THAT DETERMINES THE EXECUTIVE
AND ARTISIC DIRECTOR’S COMPENSATION ANNUALLY DURING THE BUDGET PROCESS.
THE SPECIAL EXECUTIVE COMMITTEE USES ALL INFORMATION AVAILABLE TO
DETERMINE THE COMPENSATION PACKAGE.
” [1] “SupplementalInformationDetail[4]:
Form 990, Part VI, Section C, line 19THE ORGANIZATION’S
GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL
STATEMENTS (THROUGH THE 990) ARE MADE AVAILABLE TO THE GENERAL PUBLIC
UPON REQUEST.
” [1] “SupplementalInformationDetail[5]:
Form 990, Part IX, line 24eSET & COSTUME EXPENSES:
Program service expenses 46,113. Management and general expenses 0.
Fundraising expenses 0. Total expenses 46,113.
” [1] “SupplementalInformationDetail[6]:
Form 990, Part XI, line 9:GAIN IN BENEFICIAL INTEREST IN
ASSETS HELD BY ASPEN COMMUNITY FOUNDATION 78,446.
” [1]
“SupplementalInformationDetail[7]:
SECTION 1.263(A)-1(F) DE MINIMIS SAFE HARBOR
ELECTIONASPEN SANTA FE BALLET IS MAKING THE DE MINIMIS SAFE HARBOR
ELECTION UNDER REG. SEC. 1.263(A)-1(F).
” [1] “——————————– Fiscal Year:
2018——————————–
” [1] “fiscal_year:
2018
”
[1] “EIN:
841150857
” [1] “SupplementalInformationDetail[1]:
FORM 990, PART VI, SECTION B, LINE 11BONCE THE 990 IS
READY FOR REVIEW, THE EXECUTIVE COMMITTEE RECEIVES A COPY OF THE 990 FOR
REVIEW. QUESTIONS ARE DIRECTED TO THE TREASURER. THE TREASURER REPORTS
THE CHANGES TO THE ACCOUNTING FIRM PREPARING THE 990. A FINAL COPY OF
THE 990 IS MADE AVAILABLE TO ALL MEMBERS OF THE BOARD.
” [1]
“SupplementalInformationDetail[2]:
FORM 990, PART VI, SECTION B, LINE 12CA CONFLICT OF
INTEREST QUESTIONNAIRE IS PROVIDED TO EACH BOARD MEMBER AT THE BEGINNING
OF THE FISCAL YEAR. THEY ARE REQUIRED TO COMPLETE IT AND RETURN IT TO
THE EXECUTIVE DIRECTOR AS A CONDITION OF BOARD MEMBERSHIP. THE
QUESTIONNAIRE REQUIRES BOARD MEMBERS TO CONTACT THE EXECUTIVE DIRECTOR
OR APPOINTED BOARD MEMBER OF ANY CHANGES DURING THE FISCAL
YEAR.
” [1] “SupplementalInformationDetail[3]:
FORM 990, PART VI, SECTION B, LINE 15THE PRESIDENT SET UP
A SPECIAL EXECUTIVE COMPENSATION COMMITTEE THAT DETERMINES THE EXECUTIVE
AND ARTISIC DIRECTOR’S COMPENSATION ANNUALLY DURING THE BUDGET PROCESS.
THE SPECIAL EXECUTIVE COMMITTEE USES ALL INFORMATION AVAILABLE TO
DETERMINE THE COMPENSATION PACKAGE.
” [1] “SupplementalInformationDetail[4]:
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION’S
GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL
STATEMENTS (THROUGH THE 990) ARE MADE AVAILABLE TO THE GENERAL PUBLIC
UPON REQUEST.
” [1] “SupplementalInformationDetail[5]:
FORM 990, PART XI, LINE 9:GAIN IN BENEFICIAL INTEREST IN
ASSETS HELD BY ASPEN COMMUNITY FOUNDATION 43,510. TRANSFER TO ENDOWMENT
FUND -6,906,449.
” [1] “SupplementalInformationDetail[6]:
SECTION 1.263(A)-1(F) DE MINIMIS SAFE HARBOR
ELECTIONASPEN SANTA FE BALLET IS MAKING THE DE MINIMIS SAFE HARBOR
ELECTION UNDER REG. SEC. 1.263(A)-1(F).
” [1] “——————————– Fiscal Year:
2019——————————–
” [1] “fiscal_year:
2019
”
[1] “EIN:
841150857
” [1] “SupplementalInformationDetail[1]:
FORM 990, PART VI, SECTION B, LINE 11BONCE THE 990 IS
READY FOR REVIEW, THE EXECUTIVE COMMITTEE RECEIVES A COPY OF THE 990 FOR
REVIEW. QUESTIONS ARE DIRECTED TO THE TREASURER. THE TREASURER REPORTS
THE CHANGES TO THE ACCOUNTING FIRM PREPARING THE 990. A FINAL COPY OF
THE 990 IS MADE AVAILABLE TO ALL MEMBERS OF THE BOARD.
” [1]
“SupplementalInformationDetail[2]:
FORM 990, PART VI, SECTION B, LINE 12CA CONFLICT OF
INTEREST QUESTIONNAIRE IS PROVIDED TO EACH BOARD MEMBER AT THE BEGINNING
OF THE FISCAL YEAR. THEY ARE REQUIRED TO COMPLETE IT AND RETURN IT TO
THE EXECUTIVE DIRECTOR AS A CONDITION OF BOARD MEMBERSHIP. THE
QUESTIONNAIRE REQUIRES BOARD MEMBERS TO CONTACT THE EXECUTIVE DIRECTOR
OR APPOINTED BOARD MEMBER OF ANY CHANGES DURING THE FISCAL
YEAR.
” [1] “SupplementalInformationDetail[3]:
FORM 990, PART VI, SECTION B, LINE 15THE PRESIDENT SET UP
A SPECIAL EXECUTIVE COMPENSATION COMMITTEE THAT DETERMINES THE EXECUTIVE
AND ARTISIC DIRECTOR’S COMPENSATION ANNUALLY DURING THE BUDGET PROCESS.
THE SPECIAL EXECUTIVE COMMITTEE USES ALL INFORMATION AVAILABLE TO
DETERMINE THE COMPENSATION PACKAGE.
” [1] “SupplementalInformationDetail[4]:
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION’S
GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL
STATEMENTS (THROUGH THE 990) ARE MADE AVAILABLE TO THE GENERAL PUBLIC
UPON REQUEST.
” [1] “SupplementalInformationDetail[5]:
FORM 990, PART XI, LINE 9:GAIN IN BENEFICIAL INTEREST IN
ASSETS HELD BY ASPEN COMMUNITY FOUNDATION 1,633. TRANSFER TO ENDOWMENT
FUND
” [1] “——————————–
Fiscal Year: 2020——————————–
” [1] “fiscal_year:
2020
”
[1] “EIN:
841150857
” [1] “SupplementalInformationDetail[1]:
FORM 990, PART VI, SECTION B, LINE 11BONCE THE 990 IS
READY FOR REVIEW, THE EXECUTIVE COMMITTEE RECEIVES A COPY OF THE 990 FOR
REVIEW. QUESTIONS ARE DIRECTED TO THE TREASURER. THE TREASURER REPORTS
THE CHANGES TO THE ACCOUNTING FIRM PREPARING THE 990. A FINAL COPY OF
THE 990 IS MADE AVAILABLE TO ALL MEMBERS OF THE BOARD.
” [1]
“SupplementalInformationDetail[2]:
FORM 990, PART VI, SECTION B, LINE 12CA CONFLICT OF
INTEREST QUESTIONNAIRE IS PROVIDED TO EACH BOARD MEMBER AT THE BEGINNING
OF THE FISCAL YEAR. THEY ARE REQUIRED TO COMPLETE IT AND RETURN IT TO
THE EXECUTIVE DIRECTOR AS A CONDITION OF BOARD MEMBERSHIP. THE
QUESTIONNAIRE REQUIRES BOARD MEMBERS TO CONTACT THE EXECUTIVE DIRECTOR
OR APPOINTED BOARD MEMBER OF ANY CHANGES DURING THE FISCAL
YEAR.
” [1] “SupplementalInformationDetail[3]:
FORM 990, PART VI, SECTION B, LINE 15THE PRESIDENT SET UP
A SPECIAL EXECUTIVE COMPENSATION COMMITTEE THAT DETERMINES THE EXECUTIVE
AND ARTISIC DIRECTOR’S COMPENSATION ANNUALLY DURING THE BUDGET PROCESS.
THE SPECIAL EXECUTIVE COMMITTEE USES ALL INFORMATION AVAILABLE TO
DETERMINE THE COMPENSATION PACKAGE.
” [1] “SupplementalInformationDetail[4]:
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION’S
GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL
STATEMENTS (THROUGH THE 990) ARE MADE AVAILABLE TO THE GENERAL PUBLIC
UPON REQUEST.
” [1] “SupplementalInformationDetail[5]:
FORM 990, PART XI, LINE 9:GAIN IN BENEFICIAL INTEREST IN
ASSETS HELD BY ASPEN COMMUNITY FOUNDATION 27,513. TRANSFER TO ENDOWMENT
FUND
”
San Francisco Ballet
Tables for Each Variable with Discordance
ein <- companies_different_any_variable %>%
filter(organization_name == "San Francisco Ballet") %>%
pull(EIN)
vars_to_check <- vars_disc %>%
filter(EIN == ein) %>%
pull(variables) %>%
unlist()
walk(vars_to_check, ~ {
name <- companies_to_ein %>%
filter(EIN%in%ein) %>%
pull(organization_name)
table <- crossref_all %>%
filter(variable == .x & EIN == ein) %>%
select(-c(EIN, contains("difference"), variable)) %>%
make_table(title = paste0("Reports for ",
name,
"<br>Variable: ", .x,
"<br>EIN: ",
ein))
print(table)
})Schedule O Information
# schedule o information for each year for San Francisco
schedule_o_ein <- schedule_o %>%
filter(EIN == ein) %>%
arrange(fiscal_year)
name <- companies_to_ein %>%
filter(EIN == ein) %>%
pull(organization_name)
# iterate over each fiscal year and print information from each Schedule O variable
walk(schedule_o_ein$fiscal_year, ~
{
for_year <- schedule_o_ein %>%
filter(fiscal_year == .x)%>%
select(-c(where(is.na)))
print(paste0("<span style='font-size:160%;'><b>",
"-------------------------------- Fiscal Year: ",
.x,
'--------------------------------</b></span><br><br>'))
walk(colnames(for_year), ~ {
section <- paste0("<span style='font-size:130%'><b>",
.x,
": </b></span><br>",
for_year[.x ],
"<br><br><br>")
print(section)
}) # end inner walk
}) # end outer walk[1] “——————————– Fiscal Year:
2015——————————–
” [1] “fiscal_year:
2015
”
[1] “EIN:
941415298
” [1] “SupplementalInformationDetail[1]:
Form 990, Part III, Line 3Following an assessment of the
Association’s education programs and staffing, in April 2015 the Center
for Dance Education (CDE) and the San Francisco Ballet School were
merged into a single department of Education and Training. Moving
forward, the CDE nomenclature will be dropped in favor of referencing
the Association’s educational offerings as just that-Education Programs.
Additionally, Dance in School and Communities (DISC) is being used more
broadly to encompass the hallmark residency program in the San Francisco
Unified School District public schools as well as partnerships with
community-based organizations such as the Boys & Girls Clubs of San
Francisco and the like.
” [1] “SupplementalInformationDetail[2]:
Form 990, Part VI, Section A, Line 2Trustees James Marver
and Stephanie Marver have a family relationship.
” [1] “SupplementalInformationDetail[3]:
Form 990, Part VI, Section A, Line 6Any natural person
shall be eligible to be a member of the Association (a "Member") but no
legal person which is not a natural person, such as a foundation, trust,
corporation or partnership, shall be eligible to be a Member. A natural
person may become a Member by making a minimum contribution to the
Association, the amount of such minimum contribution to be determined
from time to time by resolution of the Board. In the case of a
contribution in property, the determination of the Board or a Committee
of the Board, Subcommittee, Advisory Committee or other person to whom
this responsibility is delegated by the Board, as to the value of the
property for membership purposes shall be conclusive. The Board may in
its discretion waive the minimum contribution in the case of a person
who has made intangible contributions to the Association in the past.
The term of each Member as a Member shall commence when the person makes
the requisite contribution to the Association (or the contribution is
waived) and shall continue for a period of 12 months thereafter, at the
expiration of which period it shall expire.
” [1] “SupplementalInformationDetail[4]:
Form 990, Part VI, Section A, Line 7aTrustees of the
Association are elected by the Members for a term of three
years.
” [1] “SupplementalInformationDetail[5]:
Form 990, Part VI, Section A, Line 7bMembers shall have,
in addition to any other rights which may be granted to them under these
By Laws or by law, the right to vote (1) for the election of Trustees,
(2) on a disposition of all or substantially all of the Association’s
assets, (3) on a merger of the Association with another corporation, (4)
on a dissolution of the Association, (5) on an amendment of the Articles
of Incorporation, and (6) on an amendment of these By Laws (unless the
By Law amendment is approved by the Board alone in accordance with the
terms of the By Laws).
” [1] “SupplementalInformationDetail[6]:
Form 990, Part VI, Section B, Line 11bThe Association
provided a complete copy of this Form 990 to all members of its
governing body with a redaction of donor names and addresses from Form
990, Schedule B, at the request of the donor. The Form 990 was reviewed
and approved at a meeting of the Audit Committee. Subsequent to that
review, the Form 990 was posted on the Association’s Trustee intranet
website and Trustees were notified in writing of the availability of the
Form 990 for their review.
” [1] “SupplementalInformationDetail[7]:
Form 990, Part VI, Section B, Line 12cQuestionnaires are
issued annually to employees, Trustees and others who have an annual
reporting requirement under the policy. Responses are monitored and
outstanding forms are followed up on until received. Upon receipt, the
form is reviewed by the HR Manager (for employees) and the Board
Relationships Manager (for Trustees) for any known issues or
relationships that need to be highlighted. Forms are further reviewed by
the CFO. Matters requiring attention are reported to the Executive
Director who may further report the matter to the Board Chair. Persons
with a conflict are recused from discussions and do not vote on
resolutions that pertain directly to their conflict.
” [1]
“——————————– Fiscal Year:
2016——————————–
” [1] “fiscal_year:
2016
”
[1] “EIN:
941415298
” [1] “SupplementalInformationDetail[1]:
Form 990, Part III, Line 1oldest professional ballet
company and one of the three largest ballet companies in the United
States. The mission of the Ballet is to share the joy of dance with its
community and around the globe and to provide the highest caliber of
dance training in its School. Led by Artistic Director and Principal
Choreographer, Helgi Tomasson, SF Ballet is accompanied by its own
orchestra and operates one of the country’s most prestigious schools of
ballet. Today we build on our heritage by commissioning groundbreaking
dance from today’s top choreographers, by uncovering new choreographic
talent,and by staging modern classics and the works that make up the
canon of classic ballet. Our approach defines ballet in the 21st
century, and it makes San Francisco Ballet the essential place to see
the most adventurous dance in America. Guided in its early years by
American dance pioneers the brothers Lew, Willam, and Harold
Christensen, San Francisco Ballet currently presents more than 100
performances annually, both locally and internationally.
”
[1] “SupplementalInformationDetail[2]:
Form 990, Part VI, Section A, Line 2Trustees James Marver
and Stephanie Marver have a family relationship.
” [1] “SupplementalInformationDetail[3]:
Form 990, Part VI, Section A, Line 6Any natural person
shall be eligible to be a member of the Association (a "Member") but no
legal person which is not a natural person, such as a foundation, trust,
corporation or partnership, shall be eligible to be a Member. A natural
person may become a Member by making a minimum contribution to the
Association, the amount of such minimum contribution to be determined
from time to time by resolution of the Board. In the case of a
contribution in property, the determination of the Board or a Committee
of the Board, Subcommittee, Advisory Committee or other person to whom
this responsibility is delegated by the Board, as to the value of the
property for membership purposes shall be conclusive. The Board may in
its discretion waive the minimum contribution in the case of a person
who has made intangible contributions to the Association in the past.
The term of each Member as a Member shall commence when the person makes
the requisite contribution to the Association (or the contribution is
waived) and shall continue for a period of 12 months thereafter, at the
expiration of which period it shall expire.
” [1] “SupplementalInformationDetail[4]:
Form 990, Part VI, Section A, Line 7aTrustees of the
Association are elected by the Members for a term of three
years.
” [1] “SupplementalInformationDetail[5]:
Form 990, Part VI, Section A, Line 7bMembers shall have,
in addition to any other rights which may be granted to them under these
By Laws or by law, the right to vote (1) for the election of Trustees,
(2) on a disposition of all or substantially all of the Association’s
assets, (3) on a merger of the Association with another corporation, (4)
on a dissolution of the Association, (5) on an amendment of the Articles
of Incorporation, and (6) on an amendment of these By Laws (unless the
By Law amendment is approved by the Board alone in accordance with the
terms of the By Laws).
” [1] “SupplementalInformationDetail[6]:
Form 990, Part VI, Section B, Line 11bThe Association
provided a complete copy of this Form 990 to all members of its
governing body with a redaction of donor names and addresses from Form
990, Schedule B, at the request of the donor. The Form 990 was reviewed
and approved at a meeting of the Audit Committee. Subsequent to that
review, the Form 990 was posted on the Association’s Trustee intranet
website and Trustees were notified in writing of the availability of the
Form 990 for their review.
” [1] “SupplementalInformationDetail[7]:
Form 990, Part VI, Section B, Line 12cQuestionnaires are
issued annually to employees, Trustees and others who have an annual
reporting requirement under the policy. Responses are monitored and
outstanding forms are followed up on until received. Upon receipt, the
form is reviewed by the HR Manager (for employees) and the Board
Relationships Manager (for Trustees) for any known issues or
relationships that need to be highlighted. Forms are further reviewed by
the CFO. Matters requiring attention are reported to the Executive
Director who may further report the matter to the Board Chair. Persons
with a conflict are recused from discussions and do not vote on
resolutions that pertain directly to their conflict.
” [1]
“——————————– Fiscal Year:
2017——————————–
” [1] “fiscal_year:
2017
”
[1] “EIN:
941415298
” [1] “SupplementalInformationDetail[1]:
Form 990, Part III, Line 1San Francisco Ballet is
America’s oldest professional ballet company and one of the three
largest ballet companies in the United States. The mission of the Ballet
is to share the joy of dance with its community and around the globe and
to provide the highest caliber of dance training in its School. Led by
Artistic Director and Principal Choreographer, Helgi Tomasson, SF Ballet
is accompanied by its own orchestra and operates one of the country’s
most prestigious schools of ballet. Today we build on our heritage by
commissioning groundbreaking dance from today’s top choreographers, by
uncovering new choreographic talent, and by staging modern classics and
the works that make up the canon of classic ballet. Our approach defines
ballet in the 21st century, and it makes San Francisco Ballet the
essential place to see the most adventurous dance in America. Guided in
its early years by American dance pioneers the brothers Lew, Willam, and
Harold Christensen, San Francisco Ballet currently presents more than
100 performances annually, both locally and
internationally.
” [1] “SupplementalInformationDetail[2]:
Form 990, Part VI, Section A, Line 6Any natural person
shall be eligible to be a member of the Association (a "Member") but no
legal person which is not a natural person, such as a foundation, trust,
corporation or partnership, shall be eligible to be a Member. A natural
person may become a Member by making a minimum contribution to the
Association, the amount of such minimum contribution to be determined
from time to time by resolution of the Board. In the case of a
contribution in property, the determination of the Board or a Committee
of the Board, Subcommittee, Advisory Committee or other person to whom
this responsibility is delegated by the Board, as to the value of the
property for membership purposes shall be conclusive. The Board may in
its discretion waive the minimum contribution in the case of a person
who has made intangible contributions to the Association in the past.
The term for each Member as a Member shall commence when the person
makes the requisite contribution to the Association (or the contribution
is waived) and shall continue for a period of 12 months thereafter, at
the expiration of which period it shall expire.
” [1] “SupplementalInformationDetail[3]:
Form 990, Part VI, Section A, Line 7aTrustees of the
Association are elected by the Members for a term of three
years.
” [1] “SupplementalInformationDetail[4]:
Form 990, Part VI, Section A, Line 7bMembers shall have,
in addition to any other rights which may be granted to them under these
By Laws or by law, the right to vote (1) for the election of Trustees,
(2) on a disposition of all or substantially all of the Association’s
assets, (3) on a merger of the Association with another corporation, (4)
on a dissolution of the Association, (5) on an amendment of the Articles
of Incorporation, and (6) on an amendment of these By Laws (unless the
By Law amendment is approved by the Board alone in accordance with the
terms of the By Laws).
” [1] “SupplementalInformationDetail[5]:
Form 990, Part VI, Section B, Line 11bThe Association
provided a complete copy of this Form 990 to all members of its
governing body with a redaction of donor names and addresses from Form
990, Schedule B, at the request of the donor. The Form 990 was reviewed
and approved at a meeting of the Audit Committee. Subsequent to that
review, the Form 990 was posted on the Association’s Trustee intranet
website and Trustees were notified in writing of the availability of the
Form 990 for their review.
” [1] “SupplementalInformationDetail[6]:
Form 990, Part VI, Section B, Line 12cQuestionnaires are
issued annually to employees, Trustees and others who have an annual
reporting requirement under the policy. Responses are monitored and
outstanding forms are followed up on until received. Upon receipt, the
form is reviewed by the HR Manager (for employees) and the Board
Relationships Manager (for Trustees) for any known issues or
relationships that need to be highlighted. Forms are further reviewed by
the CFO. Matters requiring attention are reported to the Executive
Director who may further report the matter to the Board Chair. Persons
with a conflict are recused from discussions and do not vote on
resolutions that pertain directly to their conflict.
” [1]
“SupplementalInformationDetail[7]:
Form 990, Part VI, Section B, Line 15The Association’s
process for determining the compensation of the Artistic Director, the
Executive Director, and the CFO involve analysis of the compensation by
the Assessment Committee. The Artistic Director and Executive Director
have written employment contracts, the terms of which are approved by
the Assessment Committee. Compensation for members of the Executive Team
(key employees) is reviewed by the Executive Director.
” [1]
“——————————– Fiscal Year:
2018——————————–
” [1] “fiscal_year:
2018
”
[1] “EIN:
941415298
” [1] “SupplementalInformationDetail[1]:
Form 990, Part I, Line 1We seek to enhance our position
as one of the world’s finest dance companies through our vitality,
innovation, and diversity, and through our uncompromising commitment to
artistic excellence based in the classical ballet
tradition.
” [1] “SupplementalInformationDetail[2]:
Form 990, Part III, Line 1San Francisco Ballet is
America’s oldest professional ballet company and one of the three
largest ballet companies in the United States. The mission of the Ballet
is to share the joy of dance with its community and around the globe and
to provide the highest caliber of dance training in its School. Led by
Artistic Director and Principal Choreographer, Helgi Tomasson, SF Ballet
is accompanied by its own orchestra and operates one of the country’s
most prestigious schools of ballet. Today we build on our heritage of
commissioning groundbreaking dance from today’s top choreographers, by
uncovering new choreographic talent, and by staging modern classics and
the works that make up the canon of classic ballet. Our approach defines
ballet in the 21st century and it makes San Francisco Ballet the
essential place to see the most adventurous dance in America. Guided in
its early years by American dance pioneers the brothers Lew, Willam, and
Harold Christensen, San Francisco Ballet currently presents more than
100 performances annually, both locally and
internationally.
” [1] “SupplementalInformationDetail[3]:
Form 990, Part VI, Section A, Line 6Any natural person
shall be eligible to be a member of the Association (a "Member") but no
legal person which is not a natural person, such as a foundation, trust,
corporation or partnership, shall be eligible to be a Member. A natural
person may become a Member by making a minimum contribution to the
Association, the amount of such minimum contribution to be determined
from time to time by resolution of the Board. In the case of a
contribution in property, the determination of the Board or a Committee
of the Board, Subcommittee, Advisory Committee or other person to whom
this responsibility is delegated by the Board, as to the value of the
property for membership purposes shall be conclusive. The Board may in
its discretion waive the minimum contribution in the case of a person
who has made intangible contributions to the Association in the past.
The term for each Member as a Member shall commence when the person
makes the requisite contribution to the Association (or the contribution
is waived) and shall continue for a period of 12 months thereafter, at
the expiration of which period it shall expire.
” [1] “SupplementalInformationDetail[4]:
Form 990, Part VI, Section A, Line 7aTrustees of the
Association are elected by the Members for a term of three
years.
” [1] “SupplementalInformationDetail[5]:
Form 990, Part VI, Section A, Line 7bMembers shall have,
in addition to any other rights which may be granted to them under these
By Laws or by law, the right to vote (1) for the election of Trustees,
(2) on a disposition of all or substantially all of the Association’s
assets, (3) on a merger of the Association with another corporation, (4)
on a dissolution of the Association, (5) on an amendment of the Articles
of Incorporation and, (6) on an amendment of these By Laws (unless the
By Law amendment is approved by the Board alone in accordance with the
terms of the By Laws).
” [1] “SupplementalInformationDetail[6]:
Form 990, Part VI, Section B, Line 11bThe Form 990 was
prepared based on audited financial statements by the organization’s
finance and accounting staff, which was then reviewed by Grant Thornton,
LLP. The Association provided a complete copy of this form to all
members of its governing body with a redaction of donor names and
addresses from Form 990, schedule B, at the request of the donor. The
Form 990 was reviewed and approved at a meeting of the Audit Committee.
Subsequent to that review, the Form 990 was posted to the Association’s
Trustee intranet website and Trustees were notified in writing of the
availability of the Form 990 for their review.
” [1] “SupplementalInformationDetail[7]:
Form 990, Part VI, Section B, Line 12cQuestionnaires are
issued annually to all employees, Trustees and others who have an annual
reporting requirement under the policy. Responses are monitored and
outstanding forms are followed up on until received. Upon receipt, the
form is reviewed by the HR Manager (for employees) and the Board
Relationships Manager (for Trustees) for any known issues or
relationships that need to be highlighted. Forms are further reviewed by
the CFO. Matters requiring attention are reported to the Executive
Director who may further report the matter to the Board Chair. Persons
with a conflict are recused from discussions and do not vote on
resolutions that pertain directly to their conflict.
” [1]
“——————————– Fiscal Year:
2019——————————–
” [1] “fiscal_year:
2019
”
[1] “EIN:
941415298
” [1] “SupplementalInformationDetail[1]:
Form 990, Part I, Line 1We seek to enhance our position
as one of the world’s finest dance companies through our vitality,
innovation, and diversity, and through our uncompromising commitment to
artistic excellence based in the classical ballet
tradition.
” [1] “SupplementalInformationDetail[2]:
Form 990, Part III, Line 1San Francisco Ballet is
America’s oldest professional ballet company and one of the three
largest ballet companies in the United States. The mission of the Ballet
is to share the joy of dance with its community and around the globe and
to provide the highest caliber of dance training in its School. Led by
Artistic Director and Principal Choreographer, Helgi Tomasson, SF Ballet
is accompanied by its own orchestra and operates one of the country’s
most prestigious schools of ballet. Today we build on our heritage of
commissioning groundbreaking dance from today’s top choreographers, by
uncovering new choreographic talent, and by staging modern classics and
the works that make up the canon of classic ballet. Our approach defines
ballet in the 21st century and it makes San Francisco Ballet the
essential place to see the most adventurous dance in America. Guided in
its early years by American dance pioneers the brothers Lew, Willam, and
Harold Christensen, San Francisco Ballet currently presents more than
100 performances annually, both locally and
internationally.
” [1] “SupplementalInformationDetail[3]:
Form 990, Part VI, Section A, Line 6Any natural person
shall be eligible to be a member of the Association (a "Member") but no
legal person which is not a natural person, such as a foundation, trust,
corporation or partnership, shall be eligible to be a Member. A natural
person may become a Member by making a minimum contribution to the
Association, the amount of such minimum contribution to be determined
from time to time by resolution of the Board. In the case of a
contribution in property, the determination of the Board or a Committee
of the Board, Subcommittee, Advisory Committee or other person to whom
this responsibility is delegated by the Board, as to the value of the
property for membership purposes shall be conclusive. The Board may in
its discretion waive the minimum contribution in the case of a person
who has made intangible contributions to the Association in the past.
The term for each Member as a Member shall commence when the person
makes the requisite contribution to the Association (or the contribution
is waived) and shall continue for a period of 12 months thereafter, at
the expiration of which period it shall expire.
” [1] “SupplementalInformationDetail[4]:
Form 990, Part VI, Section A, Line 7aTrustees of the
Association are elected by the Members for a term of three
years.
” [1] “SupplementalInformationDetail[5]:
Form 990, Part VI, Section A, Line 7bMembers shall have,
in addition to any other rights which may be granted to them under these
By Laws or by law, the right to vote (1) for the election of Trustees,
(2) on a disposition of all or substantially all of the Association’s
assets, (3) on a merger of the Association with another corporation, (4)
on a dissolution of the Association, (5) on an amendment of the Articles
of Incorporation and, (6) on an amendment of these By Laws (unless the
By Law amendment is approved by the Board alone in accordance with the
terms of the By Laws).
” [1] “SupplementalInformationDetail[6]:
Form 990, Part VI, Section B, Line 11bThe Form 990 was
prepared based on audited financial statements by the organization’s
finance and accounting staff, which was then reviewed by Grant Thornton,
LLP. The Association provided a complete copy of this form to all
members of its governing body with a redaction of donor names and
addresses from Form 990, schedule B, at the request of the donor. The
Form 990 was reviewed and approved at a meeting of the Audit Committee.
Subsequent to that review, the Form 990 was posted to the Association’s
Trustee intranet website and Trustees were notified in writing of the
availability of the Form 990 for their review.
” [1] “SupplementalInformationDetail[7]:
Form 990, Part VI, Section B, Line 12cQuestionnaires are
issued annually to all employees, Trustees and others who have an annual
reporting requirement under the policy. Responses are monitored and
outstanding forms are followed up on until received. Upon receipt, the
form is reviewed by the HR Manager (for employees) and the Board
Relations Manager (for Trustees) for any known issues or relationships
that need to be highlighted. Forms are further reviewed by the CFO.
Matters requiring attention are reported to the Executive Director who
may further report the matter to the Board Chair. Persons with a
conflict are recused from discussions and do not vote on resolutions
that pertain directly to their conflict.
” [1] “——————————– Fiscal Year:
2020——————————–
” [1] “fiscal_year:
2020
”
[1] “EIN:
941415298
” [1] “SupplementalInformationDetail[1]:
Form 990, Part I, Line 1We seek to enhance our position
as one of the world’s finest dance companies through our vitality,
innovation, and diversity, and through our uncompromising commitment to
artistic excellence based in the classical ballet
tradition.
” [1] “SupplementalInformationDetail[2]:
Form 990, Part III, Line 1San Francisco Ballet is
America’s oldest professional ballet company and one of the three
largest ballet companies in the United States. The mission of the Ballet
is to share the joy of dance with its community and around the globe and
to provide the highest caliber of dance training in its School. Led by
Artistic Director and Principal Choreographer, Helgi Tomasson, SF Ballet
is accompanied by its own orchestra and operates one of the country’s
most prestigious schools of ballet. Today we build on our heritage of
commissioning groundbreaking dance from today’s top choreographers, by
uncovering new choreographic talent, and by staging modern classics and
the works that make up the canon of classic ballet. Our approach defines
ballet in the 21st century and it makes San Francisco Ballet the
essential place to see the most adventurous dance in America. Guided in
its early years by American dance pioneers the brothers Lew, Willam, and
Harold Christensen, San Francisco Ballet currently presents more than
100 performances annually, both locally and
internationally.
” [1] “SupplementalInformationDetail[3]:
Form 990, Part VI, Section A, Line 6Any natural person
shall be eligible to be a member of the Association (a "Member") but no
legal person which is not a natural person, such as a foundation, trust,
corporation or partnership, shall be eligible to be a Member. A natural
person may become a Member by making a minimum contribution to the
Association, the amount of such minimum contribution to be determined
from time to time by resolution of the Board. In the case of a
contribution in property, the determination of the Board or a Committee
of the Board, Subcommittee, Advisory Committee or other person to whom
this responsibility is delegated by the Board, as to the value of the
property for membership purposes shall be conclusive. The Board may in
its discretion waive the minimum contribution in the case of a person
who has made intangible contributions to the Association in the past.
The term for each Member as a Member shall commence when the person
makes the requisite contribution to the Association (or the contribution
is waived) and shall continue for a period of 12 months thereafter, at
the expiration of which period it shall expire.
” [1] “SupplementalInformationDetail[4]:
Form 990, Part VI, Section A, Line 7aTrustees of the
Association are elected by the Members for a term of three
years.
” [1] “SupplementalInformationDetail[5]:
Form 990, Part VI, Section A, Line 7bMembers shall have,
in addition to any other rights which may be granted to them under these
By Laws or by law, the right to vote (1) for the election of Trustees,
(2) on a disposition of all or substantially all of the Association’s
assets, (3) on a merger of the Association with another corporation, (4)
on a dissolution of the Association, (5) on an amendment of the Articles
of Incorporation and, (6) on an amendment of these By Laws (unless the
By Law amendment is approved by the Board alone in accordance with the
terms of the By Laws).
” [1] “SupplementalInformationDetail[6]:
Form 990, Part VI, Section B, Line 11bThe Form 990 was
prepared based on audited financial statements by the organization’s
finance and accounting staff, which was then reviewed by Grant Thornton,
LLP. The Association provided a complete copy of this form to all
members of its governing body with a redaction of donor names and
addresses from Form 990, schedule B, at the request of the donor. The
Form 990 was reviewed and approved at a meeting of the Audit Committee.
Subsequent to that review, the Form 990 was posted to the Association’s
Trustee intranet website and Trustees were notified in writing of the
availability of the Form 990 for their review.
” [1] “SupplementalInformationDetail[7]:
Form 990, Part VI, Section B, Line 12cQuestionnaires are
issued annually to all employees, Trustees and others who have an annual
reporting requirement under the policy. Responses are monitored and
outstanding forms are followed up on until received. Upon receipt, the
form is reviewed by the HR Manager (for employees) and the Board
Relations Manager (for Trustees) for any known issues or relationships
that need to be highlighted. Forms are further reviewed by the CFO.
Matters requiring attention are reported to the Executive Director who
may further report the matter to the Board Chair. Persons with a
conflict are recused from discussions and do not vote on resolutions
that pertain directly to their conflict.
”
Ballet Arizona
Tables for Each Variable with Discordance
ein <- companies_different_any_variable %>%
filter(organization_name == "Ballet Arizona") %>%
pull(EIN)
vars_to_check <- vars_disc %>%
filter(EIN == ein) %>%
pull(variables) %>%
unlist()
walk(vars_to_check, ~ {
name <- companies_to_ein %>%
filter(EIN%in%ein) %>%
pull(organization_name)
table <- crossref_all %>%
filter(variable == .x & EIN == ein) %>%
select(-c(EIN, contains("difference"), variable)) %>%
make_table(title = paste0("Reports for ",
name,
"<br>Variable: ", .x,
"<br>EIN: ",
ein))
print(table)
})Schedule O Information
# schedule o information for each year for San Francisco
schedule_o_ein <- schedule_o %>%
filter(EIN == ein) %>%
arrange(fiscal_year)
name <- companies_to_ein %>%
filter(EIN == ein) %>%
pull(organization_name)
# iterate over each fiscal year and print information from each Schedule O variable
walk(schedule_o_ein$fiscal_year, ~
{
for_year <- schedule_o_ein %>%
filter(fiscal_year == .x)%>%
select(-c(where(is.na)))
print(paste0("<span style='font-size:160%;'><b>",
"-------------------------------- Fiscal Year: ",
.x,
'--------------------------------</b></span><br><br>'))
walk(colnames(for_year), ~ {
section <- paste0("<span style='font-size:130%'><b>",
.x,
": </b></span><br>",
for_year[.x ],
"<br><br><br>")
print(section)
}) # end inner walk
}) # end outer walk[1] “——————————– Fiscal Year:
2015——————————–
” [1] “fiscal_year:
2015
”
[1] “EIN:
860367773
” [1] “SupplementalInformationDetail[1]:
Form 990, Part VI, Section B, Line 15THE BOARD OF
DIRECTORS REVIEWED AND APPROVED THE COMPENSATION OF THE EXECUTIVE AND
ARTISTIC DIRECTORS COMPENSATION DECISIONS ARE CONTEMPORANEOUSLY
DOCUMENTED IN THE MINUTES OF THE BOARD MEETING THE COMPENSATION OF THE
EXECUTIVE AND ARTISTIC DIRECTORS IS BASED UPON THE INDIVIDUALS
BACKGROUND, SKILLS AND EXPERIENCE AND COMPARABILITY DATA OBTAIN THROUGH
AN EXECUTIVE DIRECTOR THE ARTISTIC DIRECTOR HAD A THREE YEAR CONTRACT
ENDING JUNE 30, 2013, WHICH WAS SUBSEQUENTLY RENEWED AS A FIVE-YEAR
CONTRACT THE COMPENSATION OF THE DIRECTOR OF FINANCE IS DETERMINED BY
THE EXECUTIVE DIRECTOR AND IS BASED UPON OTHER DEPARTMENT HEADS WITHIN
THE ORGANIZATION AND SIMILAR OFFICERS IN THE LOCAL ARTS AND CULTURE
COMMUNITY
” [1] “SupplementalInformationDetail[2]:
Form 990, Part VI, Section C, Line 19THE ORGANIZATIONS
ARTICLES OF INCORPORATION AND BYLAWS, CONFLICT OF INTEREST POLICY, AND
FINANCIAL STATEMENTS ARE ALL AVAILABLE UPON REQUEST
” [1]
“SupplementalInformationDetail[3]:
Form 990, Part VI, Section B, Line 11FORM 990 WAS DRAFTED
BY AN OUTSIDE ACCOUNTING FIRM, REVIEWED BY THE FINANCE COMMITTEE, THEN
PRESENTED TO THE ENTIRE BOARD PRIOR TO APPROVING THIS RETURN FOR
FILING
” [1] “SupplementalInformationDetail[4]:
Form 990, Part VI, Section B, Line 12CEACH BOARD MEMBER
COMPLETES A CONFLICT OF INTEREST DISCLOSURE ANNUALLY IF THERE IS A
PERCEIVED CONFLICT RELATIVE TO A VENDOR OR SIMILAR NEGOTIATION, THE
CONFLICTED BOARD MEMBER RECUSES THEMSELVES FROM THESE THESE DISCUSSIONS
IF A SERVICE PROVIDER BEING CONSIDERED IS EITHER A BOARD MEMBER OR
RELATED TO A BOARD MEMBER OR OTHER INTERESTED PERSON, THE BOARD
DILIGENTLY REVIEWS THEIR OPTIONS TO BE SURE THE SELECTION OF THIS
INTERESTED PARTY IS IN THE BEST INTERESTS OF THE ORGANIZATION AND THAT
THE ULTIMATE NEGOTIATION IS FAIR AND REASONABLE
” [1] “——————————– Fiscal Year:
2016——————————–
” [1] “fiscal_year:
2016
”
[1] “EIN:
860367773
” [1] “SupplementalInformationDetail[1]:
Form 990, Part VI, Section B, Line 11bFORM 990 WAS
DRAFTED BY AN OUTSIDE ACCOUNTING FIRM, REVIEWED BY THE FINANCE
COMMITTEE, THEN PRESENTED TO THE ENTIRE BOARD PRIOR TO APPROVING THIS
RETURN FOR FILING
” [1] “SupplementalInformationDetail[2]:
Form 990, Part VI, Section B, Line 12cEACH BOARD MEMBER
COMPLETES A CONFLICT OF INTEREST DISCLOSURE ANNUALLY IF THERE IS A
PERCEIVED CONFLICT RELATIVE TO A VENDOR OR SIMILAR NEGOTIATION, THE
CONFLICTED BOARD MEMBER RECUSES THEMSELVES FROM THESE THESE DISCUSSIONS
IF A SERVICE PROVIDER BEING CONSIDERED IS EITHER A BOARD MEMBER OR
RELATED TO A BOARD MEMBER OR OTHER INTERESTED PERSON, THE BOARD
DILIGENTLY REVIEWS THEIR OPTIONS TO BE SURE THE SELECTION OF THIS
INTERESTED PARTY IS IN THE BEST INTERESTS OF THE ORGANIZATION AND THAT
THE ULTIMATE NEGOTIATION IS FAIR AND REASONABLE
” [1] “SupplementalInformationDetail[3]:
Form 990, Part VI, Section B, Line 15THE BOARD OF
DIRECTORS REVIEWED AND APPROVED THE COMPENSATION OF THE EXECUTIVE AND
ARTISTIC DIRECTORS COMPENSATION DECISIONS ARE CONTEMPORANEOUSLY
DOCUMENTED IN THE MINUTES OF THE BOARD MEETING THE COMPENSATION OF THE
EXECUTIVE AND ARTISTIC DIRECTORS IS BASED UPON THE INDIVIDUALS
BACKGROUND, SKILLS AND EXPERIENCE AND COMPARABILITY DATA OBTAIN THROUGH
AN EXECUTIVE DIRECTOR THE ARTISTIC DIRECTOR HAD A THREE YEAR CONTRACT
ENDING JUNE 30, 2013, WHICH WAS SUBSEQUENTLY RENEWED AS A FIVE-YEAR
CONTRACT THE COMPENSATION OF THE DIRECTOR OF FINANCE IS DETERMINED BY
THE EXECUTIVE DIRECTOR AND IS BASED UPON OTHER DEPARTMENT HEADS WITHIN
THE ORGANIZATION AND SIMILAR OFFICERS IN THE LOCAL ARTS AND CULTURE
COMMUNITY
” [1] “SupplementalInformationDetail[4]:
Form 990, Part VI, Section C, Line 19THE ORGANIZATIONS
ARTICLES OF INCORPORATION AND BYLAWS, CONFLICT OF INTEREST POLICY, TAX
RETURNS, AND FINANCIAL STATEMENTS ARE ALL AVAILABLE UPON
REQUEST
” [1] “SupplementalInformationDetail[5]:
Form 990, Part XI, Section A, Line 9UNCOLLECTIBLE
CONTRIBUTIONS RECEIVABLE.
” [1] “——————————– Fiscal Year:
2017——————————–
” [1] “fiscal_year:
2017
”
[1] “EIN:
860367773
” [1] “SupplementalInformationDetail[1]:
Form 990, Part VI, Section B, Line 8bTHERE ARE NO
COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING
BODY.
” [1] “SupplementalInformationDetail[2]:
Form 990, Part VI, Section B, Line 11bFORM 990 WAS
DRAFTED BY AN OUTSIDE ACCOUNTING FIRM, REVIEWED BY THE FINANCE
COMMITTEE, THEN PRESENTED TO THE ENTIRE BOARD PRIOR TO APPROVING THIS
RETURN FOR FILING
” [1] “SupplementalInformationDetail[3]:
Form 990, Part VI, Section B, Line 12cEACH BOARD MEMBER
COMPLETES A CONFLICT OF INTEREST DISCLOSURE ANNUALLY. IF THERE IS A
PERCEIVED CONFLICT RELATIVE TO A VENDOR OR SIMILAR NEGOTIATION, THE
CONFLICTED BOARD MEMBER RECUSES THEMSELF FROM THESE DISCUSSIONS. IF A
SERVICE PROVIDER BEING CONSIDERED IS EITHER A BOARD MEMBER OR RELATED TO
A BOARD MEMBER OR OTHER INTERESTED PERSON, THE BOARD DILIGENTLY REVIEWS
THEIR OPTIONS TO BE SURE THE SELECTION OF THIS INTERESTED PARTY IS IN
THE BEST INTERESTS OF THE ORGANIZATION AND THAT THE ULTIMATE NEGOTIATION
IS FAIR AND REASONABLE.
” [1] “SupplementalInformationDetail[4]:
Form 990, Part VI, Section B, Line 15THE BOARD OF
DIRECTORS REVIEWED AND APPROVED THE COMPENSATION OF THE EXECUTIVE AND
ARTISTIC DIRECTORS COMPENSATION DECISIONS ARE CONTEMPORANEOUSLY
DOCUMENTED IN THE MINUTES OF THE BOARD MEETING THE COMPENSATION OF THE
EXECUTIVE DIRECTORS, ARTISTIC DIRECTOR, AND CFO ARE BASED UPON THE
INDIVIDUALS BACKGROUND, SKILLS, EXPERIENCE, AND COMPARABILITY DATA. THE
ARTISTIC DIRECTOR HAS A FIVE YEAR CONTRACT ENDING JUNE 30,
2018.
” [1] “SupplementalInformationDetail[5]:
Form 990, Part VI, Section C, Line 18 19THE ORGANIZATIONS
ARTICLES OF INCORPORATION AND BYLAWS, CONFLICT OF INTEREST POLICY, TAX
RETURNS, AND FINANCIAL STATEMENTS ARE ALL AVAILABLE UPON
REQUEST
” [1] “SupplementalInformationDetail[6]:
Form 990, Part XI, Section A, Line 9UNCOLLECTIBLE
CONTRIBUTIONS RECEIVABLE.
” [1] “——————————– Fiscal Year:
2018——————————–
” [1] “fiscal_year:
2018
”
[1] “EIN:
860367773
” [1] “SupplementalInformationDetail[1]:
FORM 990, PART VI, SECTION A, LINE 8BTHERE ARE NO
COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING
BODY.
” [1] “SupplementalInformationDetail[2]:
FORM 990, PART VI, SECTION B, LINE 11BTHE FORM 990 WAS
DRAFTED BY AN OUTSIDE ACCOUNTING FIRM, REVIEWED BY THE FINANCE
COMMITTEE, THEN PRESENTED TO THE ENTIRE BOARD PRIOR TO APPROVING THE
RETURN FOR FILING.
” [1] “SupplementalInformationDetail[3]:
FORM 990, PART VI, SECTION B, LINE 12CEACH BOARD MEMBER
COMPLETES A CONFLICT OF INTEREST DISCLOSURE ANNUALLY IF THERE IS A
PERCEIVED CONFLICT RELATIVE TO A VENDOR OR SIMILAR NEGOTIATION, THE
CONFLICTED BOARD MEMBER RECUSES HIM/HERSELF FROM THESE DISCUSSIONS. IF A
SERVICE PROVIDER BEING CONSIDERED IS EITHER A BOARD MEMBER OR RELATED TO
A BOARD MEMBER OR OTHER INTERESTED PERSON, THE BOARD DILIGENTLY REVIEWS
THEIR OPTIONS TO BE SURE THE SELECTION OF THIS INTERESTED PARTY IS IN
THE BEST INTERESTS OF THE ORGANIZATION AND THAT THE ULTIMATE NEGOTIATION
IS FAIR AND REASONABLE.
” [1] “SupplementalInformationDetail[4]:
FORM 990, PART VI, SECTION B, LINE 15THE BOARD OF
DIRECTORS REVIEWED AND APPROVED THE COMPENSATION OF THE EXECUTIVE AND
ARTISITIC DIRECTORS. COMPENSATION DECISIONS ARE CONTEMPORANEOUSLY
DOCUMENTED IN THE MINUTES OF THE BOARD MEETING. THE COMPENSATION OF THE
EXECUTIVE DIRECTOR, ARTISTIC DIRECTOR, AND CFO ARE BASED UPON THE
INDIVIDUALS BACKGROUND, SKILLS, EXPERIENCE AND COMPARABILITY DATA. THE
ARTISTIC DIRECTOR AND THE EXECUTIVE DIRECTOR BOTH HAVE EMPLOYMENT
CONTRACTS.
” [1] “SupplementalInformationDetail[5]:
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION’S
ARTICLES OF INCORPORATION AND BYLAWS, CONFLICT OF INTEREST POLICY, TAX
RETURNS, AND FINANCIAL STATEMENTS ARE ALL AVAILABLE UPON
REQUEST.
” [1] “SupplementalInformationDetail[6]:
FORM 990, PART XII, LINE 2C:PROCESS HAS NOT
CHANGED
” [1] “——————————–
Fiscal Year: 2019——————————–
” [1] “fiscal_year:
2019
”
[1] “EIN:
860367773
” [1] “SupplementalInformationDetail[1]:
FORM 990, PART VI, SECTION A, LINE 8BTHERE ARE NO
COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING
BODY.
” [1] “SupplementalInformationDetail[2]:
FORM 990, PART VI, SECTION B, LINE 11BTHE FORM 990 WAS
DRAFTED BY AN OUTSIDE ACCOUNTING FIRM, REVIEWED BY THE FINANCE
COMMITTEE, THEN PRESENTED TO THE ENTIRE BOARD PRIOR TO APPROVING THE
RETURN FOR FILING.
” [1] “SupplementalInformationDetail[3]:
FORM 990, PART VI, SECTION B, LINE 12CEACH BOARD MEMBER
COMPLETES A CONFLICT OF INTEREST DISCLOSURE ANNUALLY IF THERE IS A
PERCEIVED CONFLICT RELATIVE TO A VENDOR OR SIMILAR NEGOTIATION, THE
CONFLICTED BOARD MEMBER RECUSES HIM/HERSELF FROM THESE DISCUSSIONS. IF A
SERVICE PROVIDER BEING CONSIDERED IS EITHER A BOARD MEMBER OR RELATED TO
A BOARD MEMBER OR OTHER INTERESTED PERSON, THE BOARD DILIGENTLY REVIEWS
THEIR OPTIONS TO BE SURE THE SELECTION OF THIS INTERESTED PARTY IS IN
THE BEST INTERESTS OF THE ORGANIZATION AND THAT THE ULTIMATE NEGOTIATION
IS FAIR AND REASONABLE.
” [1] “SupplementalInformationDetail[4]:
FORM 990, PART VI, SECTION B, LINE 15THE BOARD OF
DIRECTORS REVIEWED AND APPROVED THE COMPENSATION OF THE EXECUTIVE AND
ARTISITIC DIRECTORS. COMPENSATION DECISIONS ARE CONTEMPORANEOUSLY
DOCUMENTED IN THE MINUTES OF THE BOARD MEETING. THE COMPENSATION OF THE
EXECUTIVE DIRECTOR, ARTISTIC DIRECTOR, AND CFO ARE BASED UPON THE
INDIVIDUALS BACKGROUND, SKILLS, EXPERIENCE AND COMPARABILITY DATA. THE
ARTISTIC DIRECTOR AND THE EXECUTIVE DIRECTOR BOTH HAVE EMPLOYMENT
CONTRACTS.
” [1] “SupplementalInformationDetail[5]:
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION’S
ARTICLES OF INCORPORATION AND BYLAWS, CONFLICT OF INTEREST POLICY, TAX
RETURNS, AND FINANCIAL STATEMENTS ARE ALL AVAILABLE UPON
REQUEST.
” [1] “SupplementalInformationDetail[6]:
FORM 990, PART XII, LINE 2C:PROCESS HAS NOT
CHANGED
” [1] “——————————–
Fiscal Year: 2020——————————–
” [1] “fiscal_year:
2020
”
[1] “EIN:
860367773
” [1] “SupplementalInformationDetail[1]:
FORM 990, PART VI, SECTION A, LINE 8BTHERE ARE NO
COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING
BODY.
” [1] “SupplementalInformationDetail[2]:
FORM 990, PART VI, SECTION B, LINE 11BTHE FORM 990 WAS
DRAFTED BY AN OUTSIDE ACCOUNTING FIRM, REVIEWED BY THE FINANCE
COMMITTEE, THEN PRESENTED TO THE ENTIRE BOARD PRIOR TO APPROVING THE
RETURN FOR FILING.
” [1] “SupplementalInformationDetail[3]:
FORM 990, PART VI, SECTION B, LINE 12CEACH BOARD MEMBER
COMPLETES A CONFLICT OF INTEREST DISCLOSURE ANNUALLY IF THERE IS A
PERCEIVED CONFLICT RELATIVE TO A VENDOR OR SIMILAR NEGOTIATION, THE
CONFLICTED BOARD MEMBER RECUSES HIM/HERSELF FROM THESE DISCUSSIONS. IF A
SERVICE PROVIDER BEING CONSIDERED IS EITHER A BOARD MEMBER OR RELATED TO
A BOARD MEMBER OR OTHER INTERESTED PERSON, THE BOARD DILIGENTLY REVIEWS
THEIR OPTIONS TO BE SURE THE SELECTION OF THIS INTERESTED PARTY IS IN
THE BEST INTERESTS OF THE ORGANIZATION AND THAT THE ULTIMATE NEGOTIATION
IS FAIR AND REASONABLE.
” [1] “SupplementalInformationDetail[4]:
FORM 990, PART VI, SECTION B, LINE 15THE BOARD OF
DIRECTORS REVIEWED AND APPROVED THE COMPENSATION OF THE EXECUTIVE AND
ARTISITIC DIRECTORS. COMPENSATION DECISIONS ARE CONTEMPORANEOUSLY
DOCUMENTED IN THE MINUTES OF THE BOARD MEETING. THE COMPENSATION OF THE
EXECUTIVE DIRECTOR, ARTISTIC DIRECTOR, AND DIRECTOR OF FINANCE ARE BASED
UPON THE INDIVIDUALS BACKGROUND, SKILLS, EXPERIENCE AND COMPARABILITY
DATA. THE ARTISTIC DIRECTOR AND THE EXECUTIVE DIRECTOR BOTH HAVE
EMPLOYMENT CONTRACTS.
” [1] “SupplementalInformationDetail[5]:
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION’S
ARTICLES OF INCORPORATION AND BYLAWS, CONFLICT OF INTEREST POLICY, TAX
RETURNS, AND FINANCIAL STATEMENTS ARE ALL AVAILABLE UPON
REQUEST.
”
Fort Wayne Ballet
Tables for Each Variable with Discordance
ein <- companies_different_any_variable %>%
filter(organization_name == "Fort Wayne Ballet") %>%
pull(EIN)
vars_to_check <- vars_disc %>%
filter(EIN == ein) %>%
pull(variables) %>%
unlist()
walk(vars_to_check, ~ {
name <- companies_to_ein %>%
filter(EIN%in%ein) %>%
pull(organization_name)
table <- crossref_all %>%
filter(variable == .x & EIN == ein) %>%
select(-c(EIN, contains("difference"), variable)) %>%
make_table(title = paste0("Reports for ",
name,
"<br>Variable: ", .x,
"<br>EIN: ",
ein))
print(table)
})Schedule O Information
# schedule o information for each year for San Francisco
schedule_o_ein <- schedule_o %>%
filter(EIN == ein) %>%
arrange(fiscal_year)
name <- companies_to_ein %>%
filter(EIN == ein) %>%
pull(organization_name)
# iterate over each fiscal year and print information from each Schedule O variable
walk(schedule_o_ein$fiscal_year, ~
{
for_year <- schedule_o_ein %>%
filter(fiscal_year == .x)%>%
select(-c(where(is.na)))
print(paste0("<span style='font-size:160%;'><b>",
"-------------------------------- Fiscal Year: ",
.x,
'--------------------------------</b></span><br><br>'))
walk(colnames(for_year), ~ {
section <- paste0("<span style='font-size:130%'><b>",
.x,
": </b></span><br>",
for_year[.x ],
"<br><br><br>")
print(section)
}) # end inner walk
}) # end outer walk[1] “——————————– Fiscal Year:
2017——————————–
” [1] “fiscal_year:
2017
”
[1] “EIN:
356006394
” [1] “SupplementalInformationDetail[1]:
FORM 990 - ORGANIZATION’S MISSIONTHE MISSION OF FORT
WAYNE BALLET IS TO FEED THE SPIRIT AND SPARK THE IMAGINATION THROUGH THE
HIGHEST CALIBER OF DANCE EDUCATION, PERFORMANCE EXPERIENCES, AND
COMMUNITY ENGAGEMENT. SINCE 1956, FORT WAYNE BALLET HAS CONTINUED TO
BUILD APPRECIATION, ENRICH AND BROADEN THE ASPIRATIONS OF OUR REGION AND
COMMUNITY, ESPECIALLY DOWNTOWN, THROUGH THE INTEGRITY OF THE ART OF
DANCE. CURRENTLY, OUR PROGRAMS REACH ALLEN COUNTY AND 15 NEIGHBORING
COUNTIES. OUR WIDESPREAD OFFERINGS ALLOWED OVER 36,500 INDIVIDUALS OF
ALL AGES, ETHNICITIES, ECONOMIC BACKGROUNDS, AND CULTURES TO PARTICIPATE
IN FORT WAYNE BALLET’S EDUCATIONAL, CULTURAL, AND ARTISTIC PROGRAMS IN
2015- 2016. FORT WAYNE BALLET CONTINUES TO EXPAND OUR REACH AND ENHANCE
OUR ARTISTIC VISION WHILE REMAINING FISCALLY RESPONSIBLE. THE BENEFITS
OF THE ARTS DIRECTLY IMPACT OUR COMMUNITY BY INCREASING THE PUBLIC’S
AWARENESS OF THE GREATER FORT WAYNE AREA AS A CULTURAL DESTINATION AND
ENCOURAGING ECONOMIC AND COMMUNITY DEVELOPMENT.
” [1] “SupplementalInformationDetail[2]:
FORM 990, PAGE 2, PART III, LINE 4APHYSICAL, COGNITIVE,
AND EMOTIONAL DEVELOPMENT OF CHILDREN AT ITS FOUNDATION, GUIDES
EDUCATIONAL EFFORTS IN DEVELOPING THE DANCERS AS A WHOLE.
”
[1] “SupplementalInformationDetail[3]:
FORM 990, PAGE 6, PART VI, LINE 11BEFFECTIVE 2010, A
COMPLETE 990 WILL BE PROVIDED TO ALL BOARD MEMBERS TO REVIEW AND
ACCEPT.
” [1] “SupplementalInformationDetail[4]:
FORM 990, PAGE 6, PART VI, LINE 12CTHE GOVERNANCE
COMMITTEE REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE
WITH THE CONFLICT OF INTEREST POLICY.
” [1] “SupplementalInformationDetail[5]:
FORM 990, PAGE 6, PART VI, LINE 15ATHE EXECUTIVE DIRECTOR
IS GIVEN A NEGOTIATED CONTRACT FOR A THREE YEAR PERIOD WHICH IS REVIEWED
BY THE EXECUTIVE COMMITTEE. ALL SALARIES ARE SET AND APPROVED THROUGH
THE BUDGETING PROCESS.
” [1] “SupplementalInformationDetail[6]:
FORM 990, PAGE 6, PART VI, LINE 15BSTAFF AND FACULTY ARE
GIVEN A PERFORMANCE REVIEW BY THE EXECUTIVE COMMITTEE. ALL SALARIES ARE
SET AND APPROVED THROUGH THE BUDGETING PROCESS.
” [1] “SupplementalInformationDetail[7]:
FORM 990, PAGE 6, PART VI, LINE 19THE FORT WAYNE BALLET,
INC.’S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL
STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
” [1]
“——————————– Fiscal Year:
2018——————————–
” [1] “fiscal_year:
2018
”
[1] “EIN:
356006394
” [1] “SupplementalInformationDetail[1]:
FORM 990, PAGE 2, PART III, LINE 4A2017-2018 SCHOOL YEAR.
A SAFE YET AGGRESSIVE SYLLABUS, CREATED WITH THE PHYSICAL, COGNITIVE,
AND EMOTIONAL DEVELOPMENT OF CHILDREN AT ITS FOUNDATION, GUIDES
EDUCATIONAL EFFORTS IN DEVELOPING THE DANCERS AS A WHOLE.
”
[1] “SupplementalInformationDetail[2]:
FORM 990, PAGE 6, PART VI, LINE 11BA COMPLETE COPY OF THE
FORM 990 IS PROVIDED TO THE BOARD OF TRUSTEES FOR REVIEW AND APPROVAL
PRIOR TO FILING.
” [1] “SupplementalInformationDetail[3]:
FORM 990, PAGE 6, PART VI, LINE 12CTRUSTEES ARE REQUIRED
TO FILL OUT CONFLICT OF INTEREST FORMS AT THE BEGINNING OF EACH FISCAL
YEAR. ALL POTENTIAL CONFLICTS ARE TO BE LISTED AND NOTED. THE EXECUTIVE
COMMITTEE REVIEWS AND ANY ISSUES ARE DISCUSSED AND RESOLVED AS
NEEDED.
” [1] “SupplementalInformationDetail[4]:
FORM 990, PAGE 6, PART VI, LINE 15ATHE EXECUTIVE ARTISTIC
DIRECTOR IS GIVEN A NEGOTIATED CONTRACT FOR A THREE YEAR PERIOD WHICH IS
REVEIWED BY THE EXECUTIVE COMMITTEE. ALL SALARIES ARE SET AND APPROVED
THROUGH THE BUDGETING PROCESS.
” [1] “SupplementalInformationDetail[5]:
FORM 990, PAGE 6, PART VI, LINE 15BSTAFF AND FACULTY ARE
GIVEN PERFORAMNCE REVIEWS BY THE EXECUTIVE COMMITTEE. ALL SALARIES ARE
SET AND APPROVED THROUGH THE BUDGETING PROCESS.
” [1] “SupplementalInformationDetail[6]:
FORM 990, PAGE 6, PART VI, LINE 18THE ORGANIZATION’S FORM
990 FOR THE PRIOR THREE YEARS IS AVAILABLE AT
GUIDESTAR.ORG.
” [1] “SupplementalInformationDetail[7]:
FORM 990, PAGE 6, PART VI, LINE 19THE ORGANIZATION’S
GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL
STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
” [1]
“——————————– Fiscal Year:
2019——————————–
” [1] “fiscal_year:
2019
”
[1] “EIN:
356006394
” [1] “SupplementalInformationDetail[1]:
FORM 990, PAGE 2, PART III, LINE 4BFORT WAYNE BALLET’S
PROFESSIONAL COMPANY FEATURES PERFORMANCES FROM CLASSIC MASTERWORKS TO
CONTEMPORARY PREMIERS FROM EMERGING CHOREOGRAPHERS. THE SEASON INCLUDES
THREE MAIN STAGE PERFORMANCES, THREE CONTEMPORARY REPERTOIRE
PERFORMANCES, AND AN INNOVATIVE SUMMER PERFORMANCE STAGED AT
NONTRADITIONAL SITES WITHIN THE COMMUNITY. THE ORGANIZATION IS ALSO
COMMITTED TO BEING ACTIVELY INVOLVED IN COLLABORATIVE PROGRAMING WITH
OTHER ARTS ORGANIZATIONS SUCH AS THE FORT WAYNE PHILHARMONIC, HEARTLAND
CHAMBER CHORALE, FORT WAYNE CHILDREN’S CHOIR, AND FORT WAYNE CIVIC
THEATRE. COMMUNITY ENGAGEMENT AND SERVICE IS A SIGNIFICANT PART OF THE
BALLET’S MISSION. TO THAT END, THE ORGANIZATION PRESENTS SENSORY
FRIENDLY PRODUCTIONS OF ITS MAINSTAGE PERFORMANCES, HAS ESTABLISHED
TRAINING RESIDENCIES IN THE REGIONS SCHOOLS SYSTEMS, REGULARLY PERFORMS
IN COMMUNITY FESTIVALS, AND SERVES AS COMMUNITY REPRESENTATIVE OUTSIDE
OF FORT WAYNE. THIS HAS INCLUDED PERFORMANCES THROUGHOUT THE REGION AND
INTERNATIONALLY, MOST NOTABLY, A TOUR IN CHINA IN FALL
2018.
” [1] “SupplementalInformationDetail[2]:
FORM 990, PAGE 6, PART VI, LINE 11BA COMPLETE COPY OF THE
FORM 990 IS PROVIDED TO THE BOARD OF TRUSTEES FOR REVIEW AND APPROVAL
PRIOR TO FILING.
” [1] “SupplementalInformationDetail[3]:
FORM 990, PAGE 6, PART VI, LINE 12CTRUSTEES ARE REQUIRED
TO FILL OUT CONFLICT OF INTEREST FORMS AT THE BEGINNING OF EACH FISCAL
YEAR. ALL POTENTIAL CONFLICTS ARE TO BE LISTED AND NOTED. THE EXECUTIVE
COMMITTEE REVIEWS AND ANY ISSUES ARE DISCUSSED AND RESOLVED AS
NEEDED.
” [1] “SupplementalInformationDetail[4]:
FORM 990, PAGE 6, PART VI, LINE 15ATHE EXECUTIVE DIRECTOR
AND EXECUTIVE ARTISTIC DIRECTOR ARE GIVEN NEGOTIATED CONTRACTS FOR A
THREE YEAR PERIOD WHICH IS REVEIWED BY THE EXECUTIVE COMMITTEE. ALL
SALARIES ARE SET AND APPROVED THROUGH THE BUDGETING
PROCESS.
” [1] “SupplementalInformationDetail[5]:
FORM 990, PAGE 6, PART VI, LINE 15BSTAFF AND FACULTY ARE
GIVEN PERFORAMNCE REVIEWS BY THE EXECUTIVE COMMITTEE. ALL SALARIES ARE
SET AND APPROVED THROUGH THE BUDGETING PROCESS.
” [1] “SupplementalInformationDetail[6]:
FORM 990, PAGE 6, PART VI, LINE 18THE ORGANIZATION’S FORM
990 FOR THE PRIOR THREE YEARS IS AVAILABLE AT
GUIDESTAR.ORG.
” [1] “SupplementalInformationDetail[7]:
FORM 990, PAGE 6, PART VI, LINE 19THE ORGANIZATION’S
GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL
STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
” [1]
“——————————– Fiscal Year:
2020——————————–
” [1] “fiscal_year:
2020
”
[1] “EIN:
356006394
” [1] “SupplementalInformationDetail[1]:
FORM 990, PAGE 2, PART III, LINE 4BFORT WAYNE BALLET’S
PROFESSIONAL COMPANY FEATURES PERFORMANCES FROM CLASSIC MASTERWORKS TO
CONTEMPORARY PREMIERS FROM EMERGING CHOREOGRAPHERS. THE SEASON INCLUDES
THREE MAIN STAGE PERFORMANCES, THREE CONTEMPORARY REPERTOIRE
PERFORMANCES, AND AN INNOVATIVE SUMMER PERFORMANCE STAGED AT
NONTRADITIONAL SITES WITHIN THE COMMUNITY. THE ORGANIZATION IS ALSO
COMMITTED TO BEING ACTIVELY INVOLVED IN COLLABORATIVE PROGRAMING WITH
OTHER ARTS ORGANIZATIONS SUCH AS THE FORT WAYNE PHILHARMONIC, HEARTLAND
CHAMBER CHORALE, FORT WAYNE CHILDREN’S CHOIR, AND FORT WAYNE CIVIC
THEATRE. COMMUNITY ENGAGEMENT AND SERVICE IS A SIGNIFICANT PART OF THE
BALLET’S MISSION. TO THAT END, THE ORGANIZATION PRESENTS SENSORY
FRIENDLY PRODUCTIONS OF ITS MAINSTAGE PERFORMANCES, HAS ESTABLISHED
TRAINING RESIDENCIES IN THE REGIONS SCHOOLS SYSTEMS, REGULARLY PERFORMS
IN COMMUNITY FESTIVALS, AND SERVES AS COMMUNITY REPRESENTATIVE OUTSIDE
OF FORT WAYNE. THIS HAS INCLUDED PERFORMANCES THROUGHOUT THE REGION AND
INTERNATIONALLY, MOST NOTABLY, A TOUR IN CHINA IN FALL 2018 AND A
PARTNERSHIP WITH ERIE BALLET (PA) WHEREBY THE FORT WAYNE BALLET HAS
TRAVELED TO ERIE TO PERFORM THE NUTCRACKER.
” [1] “SupplementalInformationDetail[2]:
FORM 990, PAGE 6, PART VI, LINE 2JIM SPARROW KAREN
GIBBENS-BROWN EXEC DIR ARTISTIC DIR FAMILY RELATIONSHIP
” [1]
“SupplementalInformationDetail[3]:
FORM 990, PAGE 6, PART VI, LINE 11BA COMPLETE COPY OF THE
FORM 990 IS PROVIDED TO THE BOARD OF TRUSTEES FOR REVIEW AND APPROVAL
PRIOR TO FILING.
” [1] “SupplementalInformationDetail[4]:
FORM 990, PAGE 6, PART VI, LINE 12CTRUSTEES ARE REQUIRED
TO FILL OUT CONFLICT OF INTEREST FORMS AT THE BEGINNING OF EACH FISCAL
YEAR. ALL POTENTIAL CONFLICTS ARE TO BE LISTED AND NOTED. THE EXECUTIVE
COMMITTEE REVIEWS AND ANY ISSUES ARE DISCUSSED AND RESOLVED AS
NEEDED.
” [1] “SupplementalInformationDetail[5]:
FORM 990, PAGE 6, PART VI, LINE 15ATHE EXECUTIVE DIRECTOR
AND EXECUTIVE ARTISTIC DIRECTOR ARE GIVEN NEGOTIATED CONTRACTS FOR A
THREE YEAR PERIOD WHICH IS REVEIWED BY THE EXECUTIVE COMMITTEE. ALL
SALARIES ARE SET AND APPROVED THROUGH THE BUDGETING
PROCESS.
” [1] “SupplementalInformationDetail[6]:
FORM 990, PAGE 6, PART VI, LINE 15BSTAFF AND FACULTY ARE
GIVEN PERFORMANCE REVIEWS BY THE EXECUTIVE COMMITTEE. ALL SALARIES ARE
SET AND APPROVED THROUGH THE BUDGETING PROCESS.
” [1] “SupplementalInformationDetail[7]:
FORM 990, PAGE 6, PART VI, LINE 18THE ORGANIZATION’S FORM
990 FOR THE PRIOR THREE YEARS IS AVAILABLE AT
GUIDESTAR.ORG.
”
Pacific Northwest Ballet
Tables for Each Variable with Discordance
ein <- companies_different_any_variable %>%
filter(organization_name == "Pacific Northwest Ballet") %>%
pull(EIN)
vars_to_check <- vars_disc %>%
filter(EIN == ein) %>%
pull(variables) %>%
unlist()
walk(vars_to_check, ~ {
name <- companies_to_ein %>%
filter(EIN%in%ein) %>%
pull(organization_name)
table <- crossref_all %>%
filter(variable == .x & EIN == ein) %>%
select(-c(EIN, contains("difference"), variable)) %>%
make_table(title = paste0("Reports for ",
name,
"<br>Variable: ", .x,
"<br>EIN: ",
ein))
print(table)
})Schedule O Information
# schedule o information for each year for San Francisco
schedule_o_ein <- schedule_o %>%
filter(EIN == ein) %>%
arrange(fiscal_year)
name <- companies_to_ein %>%
filter(EIN == ein) %>%
pull(organization_name)
# iterate over each fiscal year and print information from each Schedule O variable
walk(schedule_o_ein$fiscal_year, ~
{
for_year <- schedule_o_ein %>%
filter(fiscal_year == .x)%>%
select(-c(where(is.na)))
print(paste0("<span style='font-size:160%;'><b>",
"-------------------------------- Fiscal Year: ",
.x,
'--------------------------------</b></span><br><br>'))
walk(colnames(for_year), ~ {
section <- paste0("<span style='font-size:130%'><b>",
.x,
": </b></span><br>",
for_year[.x ],
"<br><br><br>")
print(section)
}) # end inner walk
}) # end outer walk[1] “——————————– Fiscal Year:
2015——————————–
” [1] “fiscal_year:
2015
”
[1] “EIN:
910897129
” [1] “SupplementalInformationDetail[1]:
Form 990, Part VI, Section A, Line 2William Grinstein and
Susan Grinstein, Governing Board trustees, have a family relationship.
Catherine Ries and Barbara Ries, Governing Board trustees, have a family
relationship.
” [1] “SupplementalInformationDetail[2]:
Form 990, Part VI, Section A, Line 4The bylaws were
amended June 17, 2014 to (1) designate the Artistic Director and the
Executive Director as ex officio officers and eliminate references to
their election, and (2) to designate representatives of organized
volunteer constituencies as ex officio trustees.
” [1] “SupplementalInformationDetail[3]:
Form 990, Part VI, Section A, Line 6Membership is open to
the public upon payment of an annual membership contribution as
established by the Governing Board. Members only have the power to vote
in the election of the Governing Board trustees.
” [1] “SupplementalInformationDetail[4]:
Form 990, Part VI, Section A, Line 7aMembers elect the
Trustees of the Governing Board at the Annual Meeting of the
Members.
” [1] “SupplementalInformationDetail[5]:
Form 990, Part VI, Section B, Line 11bEvery Governing
Board Trustee was emailed a complete copy of the organization’s final
Form 990 in electronic form for review prior to its filing with the
IRS.
” [1] “SupplementalInformationDetail[6]:
Form 990, Part VI, Section B, Line 12cPacific Northwest
Ballet’s Conflict of Interest Policy covers Governing Board Trustees,
officers and members of the Committees with Governing Board delegated
powers, who are requested annually to disclose any potential conflicts
of interest. In connection with any actual or possible conflict of
interest, an interested person must disclose the existence of the
financial interest and is given the opportunity to disclose all material
facts to the Governing Board or Committee considering the proposed
transactions or arrangements. The Governing Board or Committee,
excluding the interested person determines, if a conflict of interest
exists.
” [1] “SupplementalInformationDetail[7]:
Form 990, Part VI, Section B, Line 15The Personnel
Committee of the Board of Trustees sets compensation for the Executive
Director and the Artistic Director after a performance assessment and
review of comparable salaries. Other Officers and/or Key Employees
compensation is recommended by the Human Resource Director in
consultation with the Executive Director and Artistic Director after a
review of the comparable salaries.
” [1] “——————————– Fiscal Year:
2016——————————–
” [1] “fiscal_year:
2016
”
[1] “EIN:
910897129
” [1] “SupplementalInformationDetail[1]:
Form 990, Part VI, Section A, Line 2William Grinstein and
Susan Grinstein, Governing Board Trustees have a family relationship.
Catherine Ries and Barbara Ries Governing Board Trustees have a family
relationship.
” [1] “SupplementalInformationDetail[2]:
Form 990, Part VI, Section A, Line 4The bylaws were
amended June 17, 2014 to (1) designate the Artistic Director and the
Executive Directors as ex-officio officers and eliminate references to
their election and (2) to designate representatives of organized
volunteer constituencies as ex officio trustees.
” [1] “SupplementalInformationDetail[3]:
Form 990, Part VI, Section A, Line 6Membership is open to
the public upon payment of an annual membership contribution as
established byh the Governing Board. Members only have the power to vote
in the election of the Governing Board of Trustees.
” [1]
“SupplementalInformationDetail[4]:
Form 990, Part VI, Section A, Line 7aMembers elect the
Trustees of the Governing Board at the Annual Meeting of the
Members.
” [1] “SupplementalInformationDetail[5]:
Form 990, Part VI, Section B, Line 11bEvery Governing
Board Trustee was emailed a complete copy of the organization’s final
Form 990 in electronic form for review prior to the filing with the
IRS.
” [1] “SupplementalInformationDetail[6]:
Form 990, Part VI, Section B, Line 12cPacific Northwest
Ballet’s Conflict of Interest Policy covers the Governing Board
Trustees, officers and member of the Committees with Governing Board
delegated powers, who are requested annually to disclose any potential
conflicts of interest in connection with any actual or possible conflict
of interest, an interested person must disclose the existence of the
financial interest and is given the opportunity to disclose all material
facts to the Governing Board or Committee considering the proposed
transactions or arrangements. The Governing Board or committee,
excluding the interested person, determines if a conflict of interest
exists.
” [1] “SupplementalInformationDetail[7]:
Form 990, Part VI, Section B, Line 15The Personnel
Committee of the Board of Trustees sets compensation for the Executive
Director and the Artistic Director after a performance assessment and
review of comparable salaries. Other Officers and/or Key Employees
compensation is recommended by the Human Resource Director in
consultation with the Executive Director and Artistic Director after a
review of the comparable salaries.
” [1] “——————————– Fiscal Year:
2017——————————–
” [1] “fiscal_year:
2017
”
[1] “EIN:
910897129
” [1] “SupplementalInformationDetail[1]:
Form 990, Part VI, Section A, Line 2William Grinstein and
Susan Grinstein, Governing Board Trustees have a family relationship.
Catherine Ries and Barbara Ries Governing Board Trustees have a family
relationship.
” [1] “SupplementalInformationDetail[2]:
Form 990, Part VI, Section A, Line 6Membership is open to
the public upon payment of an annual membership contributions as
established by the Governing Board. Members only have the power to vote
in the election of The Governing Board of Trustees.
” [1]
“SupplementalInformationDetail[3]:
Form 990, Part VI, Section A, Line 7aMembers elect the
Trustees of the Governing Board at the Annual Meeting of the
Members.
” [1] “SupplementalInformationDetail[4]:
Form 990, Part VI, Section B, Line 11bEvery Governing
Board Trustee was mailed a complete copy of the organization’s final
Form 990 in the electronic form for review prior to the filing with the
IRS.
” [1] “SupplementalInformationDetail[5]:
Form 990, Part VI, Section B, Line 12cPacific Northwest
Ballet’s Conflict of Interest Policy covers the Governing Board
Trustees, officers and members of the Committees with Governing Board
delegated powers, who are requested annually to disclose any potential
conflicts of interest in connection with any actual or possible conflict
of interest, an interested person must disclose the existence of the
financial interest and is given the opportunity to disclose all material
facts to the Governing Board or Committee considering the proposed
transactions or arrangements. The Governing Board or committee,
excluding the interested person, determines if a conflict of interest
exists.
” [1] “SupplementalInformationDetail[6]:
Form 990, Part VI, Section B, Line 15The Personnel
Committee of the Board of Trustees sets compensation for the Executive
Director and the Artistic Director after a performance assessment and
review of comparable salaries. Other Officers and/or Key Employees
compensation is recommended by the Human Resource Director in
consultation with the Executive Director and Artistic Director after a
review of the comparable salaries.
” [1] “SupplementalInformationDetail[7]:
Form 990, Part VI, Section C, Line 19Governing documents
and conflict of interest policy are available by the public on request.
Audited financial statements are available on our website and upon
request.
” [1] “——————————–
Fiscal Year: 2018——————————–
” [1] “fiscal_year:
2018
”
[1] “EIN:
910897129
” [1] “SupplementalInformationDetail[1]:
Form 990, Part VI, Section A, Line 2William Grinstein and
Susan Grinstein, Trustees, have a family relationship. Sue Grinstein
resigned from the Board in August 2017. Catherine Ries and Barbara Ries,
Trustees, have a family relationship.
” [1] “SupplementalInformationDetail[2]:
Form 990, Part VI, Section A, Line 6Membership is open to
the public upon payment of an annual membership contributions as
established by the Governing Board. Members only have the power to vote
in the election of the Governing Board of Trustees.
” [1]
“SupplementalInformationDetail[3]:
Form 990, Part VI, Section A, Line 7aMembers elect the
Governing Board Trustees at the annual meeting of the
Members.
” [1] “SupplementalInformationDetail[4]:
Form 990, Part VI, Section B, Line 11bThe Chief Financial
Officer reviews the Form 990 and Schedules before it is filed. All
Governing Board Trustees are emailed a link to a password-protected
website on which the entire Form 990 can be viewed.
” [1]
“SupplementalInformationDetail[5]:
Form 990, Part VI, Section B, Line 12cThe Conflict of
Interest Policy covers the Governing Board Trustees, officers and
members of committees with Governing Board delegated powers, who are
requested annually to disclose any potential conflicts of interest in
connection with any actual or possible conflicts of interest. An
interested person must disclose the existence of the financial interest
and is given the opportunity to disclose all material facts to the
Governing Board or Committee considering the proposed transactions or
arrangements. The Governing Board or Committee, excluding the interested
person, determines if a conflict of interest exists.
” [1]
“SupplementalInformationDetail[6]:
Form 990, Part VI, Section B, Line 15The Personnel
Committee of the Board of Trustees sets compensation for the Executive
Director and the Artistic Director after a performance assessment and
review of comparable salaries. Other Officers and/or Key Employees
compensation is recommended by the Human Resource Director in
consultation with the Executive Director and Artistic Director after a
review of the comparable salaries.
” [1] “SupplementalInformationDetail[7]:
Form 990, Part VI, Section C, Line 19Governing documents
and conflict of interest policy are available to the public on request.
Audited financial statements are available on our website and upon
request.
” [1] “——————————–
Fiscal Year: 2019——————————–
” [1] “fiscal_year:
2019
”
[1] “EIN:
910897129
” [1] “SupplementalInformationDetail[1]:
Form 990, Part VI, Section A, Line 2Catherine Ries and
Barbara Ries, Trustees have a family relationship.
” [1]
“SupplementalInformationDetail[2]:
Form 990, Part VI, Section A, Line 6Membership is open to
the public upon payment of an annual membership contributions as
established by the Governing Board. Members only have the power to vote
in the election of the Governing Board of Trustees.
” [1]
“SupplementalInformationDetail[3]:
Form 990, Part VI, Section A, Line 7aMembers elect the
Governing Board Trustees at the annual meeting of the
Members.
” [1] “SupplementalInformationDetail[4]:
Form 990, Part VI, Section B, Line 11bThe Chief Financial
Officer reviews the Form 990 and Schedules before it if filed. All
Governing Board Trustees are emailed a link to a password protected
website on which the entire Form 990 can be viewed.
” [1]
“SupplementalInformationDetail[5]:
Form 990, Part VI, Section B, Line 12cThe Conflict of
Interest Policy covers the Governing Board Trustees, officers and
members of the committees with Governing Board delegated powers, who are
requested annually to disclose any potential conflicts of interest in
connection with any actual or possible conflicts of interest. An
interested person must disclose the existence of the financial interest
and is given the opportunity to disclose all materials facts to the
Governing Board or Committee considering the proposed transactions or
arrangements. The Governing Board or Committee excluding the interested
person determine if a conflict of interest exists.
” [1]
“SupplementalInformationDetail[6]:
Form 990, Part VI, Section B, Line 15The Personnel
Committee of the Board of Trustees sets compensation for the Executive
Director and the Artistic Director after a performance assessment and
review of comparable salaries. Other Officers and/or Key Employees
compensation is recommended by the Human Resource Director in
consultation with the Executive Director and Artistic Director after a
review of the comparable salaries.
” [1] “SupplementalInformationDetail[7]:
Form 990, Part VI, Section C, Line 19Governing documents
and conflict of interest policy are available to the public on request.
Audited financial statements are available on our website and upon
request.
” [1] “——————————–
Fiscal Year: 2020——————————–
” [1] “fiscal_year:
2020
”
[1] “EIN:
910897129
” [1] “SupplementalInformationDetail[1]:
Form 990, Part VI, Section A, Line 2Catherine Reis and
Barbara Reis, Trustees have a family relationship
” [1]
“SupplementalInformationDetail[2]:
Form 990, Part VI, Section A, Line 6Membership is open to
the public upon payment of an annual membership contributions as
established by the Governing Board. Members only have the power to vote
in the election of the Governing Board of Trustees.
” [1]
“SupplementalInformationDetail[3]:
Form 990, Part VI, Section A, Line 7aMembers elect the
Governing Board Trustees at the annual meeting of the
Members.
” [1] “SupplementalInformationDetail[4]:
Form 990, Part VI, Section B, Line 11bChief Financial
Officer reviews the Form 990 and Schedules before it is filed. All
Governing Board Trustees are emailed a link to a password protected
website on which the entire Form 990 can be viewed.
” [1]
“SupplementalInformationDetail[5]:
Form 990, Part VI, Section B, Line 12cThe Conflict of
Interest Policy covers the Governing Board of Trustees, officers and
members of the committees with Governing Board delegated powers, who are
requested annually to disclose any potential conflicts of interest in
connection with any actual or possible conflicts of interest. An
interested person must disclose the existence of the financial interest
and is given the opportunity to disclose all material facts to the
Governing Board or Committee considering the proposed transactions or
arrangements. The Governing Board or Committee excluding the interested
person determine if a conflict of interest exists.
” [1]
“SupplementalInformationDetail[6]:
Form 990, Part VI, Section B, Line 15The Personnel
Committee of the Board of Trustees sets compensation for the Executive
Director and the Artistic Director after a performance assessment and
review of comparable salaries. Other Officers and/or Key Employees
compensation is recommended by the Human Resources Director in
consultation with the Executive Director and the Artistic Director after
a review of the comparable salaries.
” [1] “SupplementalInformationDetail[7]:
Form 990, Part VI, Section C, Line 19Governing documents
and conflict of interest policy are available to the public on request.
Audited financials statement are available on our website and upon
request.
”
The Alabama Ballet
Tables for Each Variable with Discordance
ein <- companies_different_any_variable %>%
filter(organization_name == "The Alabama Ballet") %>%
pull(EIN)
vars_to_check <- vars_disc %>%
filter(EIN == ein) %>%
pull(variables) %>%
unlist()
walk(vars_to_check, ~ {
name <- companies_to_ein %>%
filter(EIN%in%ein) %>%
pull(organization_name)
table <- crossref_all %>%
filter(variable == .x & EIN == ein) %>%
select(-c(EIN, contains("difference"), variable)) %>%
make_table(title = paste0("Reports for ",
name,
"<br>Variable: ", .x,
"<br>EIN: ",
ein))
print(table)
})Schedule O Information
# schedule o information for each year for San Francisco
schedule_o_ein <- schedule_o %>%
filter(EIN == ein) %>%
arrange(fiscal_year)
name <- companies_to_ein %>%
filter(EIN == ein) %>%
pull(organization_name)
# iterate over each fiscal year and print information from each Schedule O variable
walk(schedule_o_ein$fiscal_year, ~
{
for_year <- schedule_o_ein %>%
filter(fiscal_year == .x)%>%
select(-c(where(is.na)))
print(paste0("<span style='font-size:160%;'><b>",
"-------------------------------- Fiscal Year: ",
.x,
'--------------------------------</b></span><br><br>'))
walk(colnames(for_year), ~ {
section <- paste0("<span style='font-size:130%'><b>",
.x,
": </b></span><br>",
for_year[.x ],
"<br><br><br>")
print(section)
}) # end inner walk
}) # end outer walk[1] “——————————– Fiscal Year:
2016——————————–
” [1] “fiscal_year:
2016
”
[1] “EIN:
630813626
” [1] “SupplementalInformationDetail[1]:
Form 990, Part VI, Section B, Line 11bThe executive
committee is provided a copy of the Form 990 prior to filing
it
” [1] “SupplementalInformationDetail[2]:
Form 990, Part VI, Section B, Line 12cEach member is
required to disclose conflicts of interest in accordance with the
conflict of interest clause in the board member obligations
”
[1] “SupplementalInformationDetail[3]:
Form 990, Part VI, Section B, Line 15The executive
committee reviews the compensation of officers and key employees
annually.
” [1] “SupplementalInformationDetail[4]:
Form 990, Part VI, Section C, Line 19The governing
documents, conflict of interest policy and financial statements are made
available upon request.
” [1] “SupplementalInformationDetail[5]:
Form 990, Part XI, Line 9Endowment
distribution
” [1] “——————————– Fiscal Year:
2017——————————–
” [1] “fiscal_year:
2017
”
[1] “EIN:
630813626
” [1] “SupplementalInformationDetail[1]:
Form 990, Part VI, Section B, Line 11bThe executive
committee is provided an electronic copy of the Form 990 prior to filing
it
” [1] “SupplementalInformationDetail[2]:
Form 990, Part VI, Section B, Line 12cEach member is
required to disclose conflicts of interest in accordance with the
conflict of interest clause in the Board Member Obligations
”
[1] “SupplementalInformationDetail[3]:
Form 990, Part VI, Section B, Line 15The Executive
Committee reviews the compensation of officers and key employees
annually.
” [1] “SupplementalInformationDetail[4]:
Form 990, Part VI, Section C, Line 19The governing
documents, conflict of interest policy and financial statements are made
available upon request.
” [1] “SupplementalInformationDetail[5]:
Form 990, Part XI, Line 9Endowment
distribution
” [1] “——————————– Fiscal Year:
2018——————————–
” [1] “fiscal_year:
2018
”
[1] “EIN:
630813626
” [1] “SupplementalInformationDetail[1]:
Form 990, Part VI, Section B, line 11bThe Executive
Committee is provided a copy of Form 990 prior to its
filing.
” [1] “SupplementalInformationDetail[2]:
Form 990, Part VI, Section B, line 12cEach member is
required to disclose conflicts of interest in accordance with the
conflict of interest clause in the Board Member
Obligations.
” [1] “SupplementalInformationDetail[3]:
Form 990, Part VI, Section B, line 15The Executive
Committee reviews the compensation of officers and key employees
annually.
” [1] “SupplementalInformationDetail[4]:
Form 990, Part VI, Section C, line 19The governing
documents, conflict of interest policy and financial statements are made
available upon request.
” [1] “SupplementalInformationDetail[5]:
Form 990, Part IX, line 24eUtilities: Program service
expenses 30,773. Management and general expenses 5,064. Fundraising
expenses 3,116. Total expenses 38,953. Repairs and maintenance: Program
service expenses 28,310. Management and general expenses 4,659.
Fundraising expenses 2,867. Total expenses 35,836. Touring: Program
service expenses 33,142. Management and general expenses 0. Fundraising
expenses 0. Total expenses 33,142. Ballet school: Program service
expenses 26,470. Management and general expenses 0. Fundraising expenses
0. Total expenses 26,470. Miscellaneous: Program service expenses
20,531. Management and general expenses 3,378. Fundraising expenses
2,079. Total expenses 25,988. Costumes: Program service expenses 21,357.
Management and general expenses 0. Fundraising expenses 0. Total
expenses 21,357. Transportation: Program service expenses 18,111.
Management and general expenses 0. Fundraising expenses 0. Total
expenses 18,111. Choreographic rights: Program service expenses 15,105.
Management and general expenses 0. Fundraising expenses 0. Total
expenses 15,105. Supplies: Program service expenses 11,545. Management
and general expenses 1,900. Fundraising expenses 1,169. Total expenses
14,614. Bank fees: Program service expenses 0. Management and general
expenses 11,098. Fundraising expenses 0. Total expenses 11,098. Postage:
Program service expenses 2,949. Management and general expenses 485.
Fundraising expenses 299. Total expenses 3,733.
” [1] “SupplementalInformationDetail[6]:
From 990, Page XII, Part XII, Line 2cThe Organization has
not changed its oversight process or selection process of the audit from
the prior year.
” [1] “——————————– Fiscal Year:
2019——————————–
” [1] “fiscal_year:
2019
”
[1] “EIN:
630813626
” [1] “SupplementalInformationDetail[1]:
Form 990, Part VI, Section B, line 11bThe Executive
Committee is provided a copy of Form 990 prior to its
filing.
” [1] “SupplementalInformationDetail[2]:
Form 990, Part VI, Section B, line 12cEach member is
required to disclose conflicts of interest in accordance with the
conflict of interest clause in the Board Member
Obligations.
” [1] “SupplementalInformationDetail[3]:
Form 990, Part VI, Section B, line 15The Executive
Committee reviews the compensation of officers and key employees
annually.
” [1] “SupplementalInformationDetail[4]:
Form 990, Part VI, Section C, line 19The governing
documents, conflict of interest policy and financial statements are made
available upon request.
” [1] “SupplementalInformationDetail[5]:
Form 990, Part IX, line 24eTouring: Program service
expenses 48,917. Management and general expenses 0. Fundraising expenses
0. Total expenses 48,917. Sets: Program service expenses 42,539.
Management and general expenses 0. Fundraising expenses 0. Total
expenses 42,539. Utilities: Program service expenses 33,368. Management
and general expenses 5,491. Fundraising expenses 3,379. Total expenses
42,238. Ballet school: Program service expenses 23,264. Management and
general expenses 3,828. Fundraising expenses 2,356. Total expenses
29,448. Special events: Program service expenses 0. Management and
general expenses 0. Fundraising expenses 27,582. Total expenses 27,582.
Costumes: Program service expenses 26,199. Management and general
expenses 0. Fundraising expenses 0. Total expenses 26,199.
Miscellaneous: Program service expenses 20,454. Management and general
expenses 3,366. Fundraising expenses 2,071. Total expenses 25,891.
Storage: Program service expenses 24,516. Management and general
expenses 0. Fundraising expenses 0. Total expenses 24,516.
Transportation: Program service expenses 22,996. Management and general
expenses 0. Fundraising expenses 0. Total expenses 22,996. Choreographic
rights: Program service expenses 16,225. Management and general expenses
0. Fundraising expenses 0. Total expenses 16,225. Bank fees: Program
service expenses 0. Management and general expenses 13,211. Fundraising
expenses 0. Total expenses 13,211. Supplies: Program service expenses
10,301. Management and general expenses 1,695. Fundraising expenses
1,043. Total expenses 13,039. Postage: Program service expenses 1,603.
Management and general expenses 264. Fundraising expenses 162. Total
expenses 2,029.
” [1] “SupplementalInformationDetail[6]:
From 990, Page XII, Part XII, Line 2cThe Organization has
not changed its oversight process or selection process of the audit from
the prior year.
” [1] “——————————– Fiscal Year:
2020——————————–
” [1] “fiscal_year:
2020
”
[1] “EIN:
630813626
” [1] “SupplementalInformationDetail[1]:
Form 990, Part VI, Section B, line 11bThe Executive
Committee is provided a copy of Form 990 prior to its
filing.
” [1] “SupplementalInformationDetail[2]:
Form 990, Part VI, Section B, line 12cEach member is
required to disclose conflicts of interest in accordance with the
conflict of interest clause in the Board Member
Obligations.
” [1] “SupplementalInformationDetail[3]:
Form 990, Part VI, Section B, line 15The Executive
Committee reviews the compensation of officers and key employees
annually.
” [1] “SupplementalInformationDetail[4]:
Form 990, Part VI, Section C, line 19The governing
documents, conflict of interest policy and financial statements are made
available upon request.
” [1] “SupplementalInformationDetail[5]:
Form 990, Part IX, line 24eChoreographic rights: Program
service expenses 40,471. Management and general expenses 0. Fundraising
expenses 0. Total expenses 40,471. Guest artists: Program service
expenses 35,754. Management and general expenses 0. Fundraising expenses
0. Total expenses 35,754. Ballet school: Program service expenses
26,562. Management and general expenses 4,371. Fundraising expenses
2,690. Total expenses 33,623. Special events: Program service expenses
0. Management and general expenses 0. Fundraising expenses 28,559. Total
expenses 28,559. Miscellaneous: Program service expenses 19,719.
Management and general expenses 3,245. Fundraising expenses 1,997. Total
expenses 24,961. Storage: Program service expenses 24,021. Management
and general expenses 0. Fundraising expenses 0. Total expenses 24,021.
Costumes: Program service expenses 16,433. Management and general
expenses 0. Fundraising expenses 0. Total expenses 16,433. Bank fees:
Program service expenses 0. Management and general expenses 14,277.
Fundraising expenses 0. Total expenses 14,277. Transportation: Program
service expenses 12,028. Management and general expenses 0. Fundraising
expenses 0. Total expenses 12,028. Supplies: Program service expenses
7,619. Management and general expenses 1,254. Fundraising expenses 772.
Total expenses 9,645. Sets: Program service expenses 3,138. Management
and general expenses 0. Fundraising expenses 0. Total expenses 3,138.
Postage: Program service expenses 1,946. Management and general expenses
320. Fundraising expenses 197. Total expenses 2,463.
” [1]
“SupplementalInformationDetail[6]:
From 990, Page XII, Part XII, Line 2cThe Organization has
not changed its oversight process or selection process of the audit from
the prior year.
”
Joffrey Ballet
Tables for Each Variable with Discordance
ein <- companies_different_any_variable %>%
filter(organization_name == "Joffrey Ballet") %>%
pull(EIN)
vars_to_check <- vars_disc %>%
filter(EIN == ein) %>%
pull(variables) %>%
unlist()
walk(vars_to_check, ~ {
name <- companies_to_ein %>%
filter(EIN%in%ein) %>%
pull(organization_name)
table <- crossref_all %>%
filter(variable == .x & EIN == ein) %>%
select(-c(EIN, contains("difference"), variable)) %>%
make_table(title = paste0("Reports for ",
name,
"<br>Variable: ", .x,
"<br>EIN: ",
ein))
print(table)
})Schedule O Information
# schedule o information for each year for San Francisco
schedule_o_ein <- schedule_o %>%
filter(EIN == ein) %>%
arrange(fiscal_year)
name <- companies_to_ein %>%
filter(EIN == ein) %>%
pull(organization_name)
# iterate over each fiscal year and print information from each Schedule O variable
walk(schedule_o_ein$fiscal_year, ~
{
for_year <- schedule_o_ein %>%
filter(fiscal_year == .x)%>%
select(-c(where(is.na)))
print(paste0("<span style='font-size:160%;'><b>",
"-------------------------------- Fiscal Year: ",
.x,
'--------------------------------</b></span><br><br>'))
walk(colnames(for_year), ~ {
section <- paste0("<span style='font-size:130%'><b>",
.x,
": </b></span><br>",
for_year[.x ],
"<br><br><br>")
print(section)
}) # end inner walk
}) # end outer walk[1] “——————————– Fiscal Year:
2015——————————–
” [1] “fiscal_year:
2015
”
[1] “EIN:
364009741
” [1] “SupplementalInformationDetail[1]:
Form 990, Part VI, Section A, line 2Amanda Williamson and
Mrs. Joel V. Williamson are board members of the organization. Amanda
Williamson is the daughter of Mrs. Joel V. Williamson.
” [1]
“SupplementalInformationDetail[2]:
Form 990, Part VI, Section B, line 11The Board of
Directors retains the services of an independent certified public
accounting firm to act as external auditors and to review the
organization’s Form 990. The Audit Committee reviews the Form 990 before
filing. Additionally, the final return is provided to the Executive
Committee and the Board of Directors prior to its filing. Both the
Executive Committee and the Board of Directors are provided a reasonable
amount of time to review the final return and ask questions prior to
filing.
” [1] “SupplementalInformationDetail[3]:
Form 990, Part VI, Section B, line 12cThe Joffrey Ballet
has a written conflict-of-interest policy. Officers, directors and key
employees have been requested to complete an annual questionnaire and
disclose: independence; any family business and business relationships
with any other Joffrey officer, director, trustee or Joffrey key
employee; and any conflicts of interest. The responses are compiled by
the Chief Financial Officer and the results are reviewed by the
Governance Committee of the Board and reported to the Executive
Committee.
” [1] “SupplementalInformationDetail[4]:
Form 990, Part VI, Section B, line 15The compensation of
both the Artistic Director and Executive Director is documented in
mutually signed employment contracts. The compensation per the contracts
was determined through a full review by a Compensation Committee of the
Board appointed by the Executive Committee. An annual review is
conducted by the Compensation Committee of the salary and other benefits
of the Artistic Director, Executive Director, and key employees. This
annual review includes benchmarking of comparable positions in
similarly-sized performing arts organizations.
” [1] “SupplementalInformationDetail[5]:
Form 990, Part VI, Section C, line 19The Joffrey Ballet
makes its governing documents, conflict of interest policy and financial
statements available by request online, and has copies available in its
business office. Said documents are available for the same period of
disclosure as set forth in IRC section 6104(d).
” [1] “——————————– Fiscal Year:
2016——————————–
” [1] “fiscal_year:
2016
”
[1] “EIN:
364009741
” [1] “SupplementalInformationDetail[1]:
Form 990, Part VI, Section A, line 2Amanda Williamson and
Mrs. Joel V. Williamson are board members of the organization. Amanda
Williamson is the daughter of Mrs. Joel V. Williamson.
” [1]
“SupplementalInformationDetail[2]:
Form 990, Part VI, Section B, line 11The Board of
Directors retains the services of an independent certified public
accounting firm to act as external auditors and to review the
organization’s Form 990. The Audit Committee reviews the Form 990 before
filing. Additionally, the final return is provided to the Executive
Committee and the Board of Directors prior to its filing. Both the
Executive Committee and the Board of Directors are provided a reasonable
amount of time to review the final return and ask questions prior to
filing.
” [1] “SupplementalInformationDetail[3]:
Form 990, Part VI, Section B, line 12cThe Joffrey Ballet
has a written conflict-of-interest policy. Officers, directors and key
employees have been requested to complete an annual questionnaire and
disclose: independence; any family business and business relationships
with any other Joffrey officer, director, trustee or Joffrey key
employee; and any conflicts of interest. The responses are compiled by
the Chief Financial Officer and the results are reviewed by the
Governance Committee of the Board and reported to the Executive
Committee.
” [1] “SupplementalInformationDetail[4]:
Form 990, Part VI, Section B, line 15The compensation of
the Artistic Director is documented in a mutually signed employment
contract. The compensation per the contract was determined through a
full review by a Compensation Committee of the Board appointed by the
Executive Committee. An annual review is conducted by the Compensation
Committee of the salary and other benefits of the Artistic Director,
Executive Director, and key employees. This annual review includes
benchmarking of comparable positions in similarly-sized performing arts
organizations.
” [1] “SupplementalInformationDetail[5]:
Form 990, Part VI, Section C, line 19The Joffrey Ballet
makes its governing documents, conflict of interest policy and financial
statements available by request online, and has copies available in its
business office. Said documents are available for the same period of
disclosure as set forth in IRC section 6104(d).
” [1] “——————————– Fiscal Year:
2017——————————–
” [1] “fiscal_year:
2017
”
[1] “EIN:
364009741
” [1] “SupplementalInformationDetail[1]:
Form 990, Part VI, Section A, line 2Amanda Williamson and
Mrs. Joel V. Williamson are board members of the organization. Amanda
Williamson is the daughter of Mrs. Joel V. Williamson.
” [1]
“SupplementalInformationDetail[2]:
Form 990, Part VI, Section B, line 11bThe Board of
Directors retains the services of an independent certified public
accounting firm to act as external auditors and to review the
organization’s Form 990. The Audit Committee reviews the Form 990 before
filing. Additionally, the final return is provided to the Executive
Committee and the Board of Directors prior to its filing. Both the
Executive Committee and the Board of Directors are provided a reasonable
amount of time to review the final return and ask questions prior to
filing.
” [1] “SupplementalInformationDetail[3]:
Form 990, Part VI, Section B, line 12cThe Joffrey Ballet
has a written conflict-of-interest policy. Officers, directors and key
employees have been requested to complete an annual questionnaire and
disclose: independence; any family business and business relationships
with any other Joffrey officer, director, trustee or Joffrey key
employee; and any conflicts of interest. The responses are compiled by
the Chief Financial Officer and the results are reviewed by the
Governance Committee of the Board and reported to the Executive
Committee.
” [1] “SupplementalInformationDetail[4]:
Form 990, Part VI, Section B, line 15The compensation of
the Artistic Director is documented in a mutually signed employment
contract. The compensation per the contract was determined through a
full review by a Compensation Committee of the Board appointed by the
Executive Committee. An annual review is conducted by the Compensation
Committee of the salary and other benefits of the Artistic Director,
Executive Director, and key employees. This annual review includes
benchmarking of comparable positions in similarly-sized performing arts
organizations.
” [1] “SupplementalInformationDetail[5]:
Form 990, Part VI, Section C, line 19The Joffrey Ballet
makes its governing documents, conflict of interest policy and financial
statements available by request online, and has copies available in its
business office. Said documents are available for the same period of
disclosure as set forth in IRC section 6104(d).
” [1] “——————————– Fiscal Year:
2018——————————–
” [1] “fiscal_year:
2018
”
[1] “EIN:
364009741
” [1] “SupplementalInformationDetail[1]:
Form 990, Part VI, Section A, line 2Joel V. Williamson
and Cheryle Williamson are Board members of the organization who have a
husband and wife relationship. Amanda Williamson is also a Board member
and the daughter of Joel and Cheryle Williamson.
” [1] “SupplementalInformationDetail[2]:
Form 990, Part VI, Section B, line 11bThe Board of
Directors retains the services of an independent certified public
accounting firm to act as external auditors and to review the
organization’s Form 990. The Audit Committee reviews the Form 990 before
filing. Additionally, the final return is provided to the Executive
Committee and the Board of Directors prior to its filing. Both the
Executive Committee and the Board of Directors are provided a reasonable
amount of time to review the final return and ask questions prior to
filing.
” [1] “SupplementalInformationDetail[3]:
Form 990, Part VI, Section B, line 12cThe Joffrey Ballet
has a written conflict-of-interest policy. Officers, directors and key
employees have been requested to complete an annual questionnaire and
disclose: independence; any family business and business relationships
with any other Joffrey officer, director, trustee or Joffrey key
employee; and any conflicts of interest. The responses are compiled by
the Chief Financial Officer and the results are reviewed by the
Governance Committee of the Board and reported to the Executive
Committee.
” [1] “SupplementalInformationDetail[4]:
Form 990, Part VI, Section B, line 15The compensation of
the Artistic Director is documented in a mutually signed employment
contract. The compensation per the contract was determined through a
full review by a Compensation Committee of the Board appointed by the
Executive Committee. An annual review is conducted by the Compensation
Committee of the salary and other benefits of the Artistic Director,
Executive Director, and key employees. This annual review includes
benchmarking of comparable positions in similarly-sized performing arts
organizations.
” [1] “SupplementalInformationDetail[5]:
Form 990, Part VI, Section C, line 19The Joffrey Ballet
makes its governing documents, conflict of interest policy and financial
statements available by request online, and has copies available in its
business office. Said documents are available for the same period of
disclosure as set forth in IRC section 6104(d).
” [1] “——————————– Fiscal Year:
2019——————————–
” [1] “fiscal_year:
2019
”
[1] “EIN:
364009741
” [1] “SupplementalInformationDetail[1]:
Form 990, Part VI, Section A, line 2Joel V. Williamson
and Cheryle Williamson are Board members of the organization who have a
husband and wife relationship. Amanda Williamson is also a Board member
and the daughter of Joel and Cheryle Williamson.
” [1] “SupplementalInformationDetail[2]:
Form 990, Part VI, Section B, line 11bThe Board of
Directors retains the services of an independent certified public
accounting firm to act as external auditors and to review the
organization’s Form 990. The Audit Committee reviews the Form 990 before
filing. Additionally, the final return is provided to the Executive
Committee and the Board of Directors prior to its filing. Both the
Executive Committee and the Board of Directors are provided a reasonable
amount of time to review the final return and ask questions prior to
filing.
” [1] “SupplementalInformationDetail[3]:
Form 990, Part VI, Section B, line 12cThe Joffrey Ballet
has a written conflict-of-interest policy. Officers, directors and key
employees have been requested to complete an annual questionnaire and
disclose: independence; any family business and business relationships
with any other Joffrey officer, director, trustee or Joffrey key
employee; and any conflicts of interest. The responses are compiled by
the Chief Financial Officer and the results are reviewed by the
Governance Committee of the Board and reported to the Executive
Committee.
” [1] “SupplementalInformationDetail[4]:
Form 990, Part VI, Section B, line 15The compensation of
the Artistic Director is documented in a mutually signed employment
contract. The compensation per the contract was determined through a
full review by a Compensation Committee of the Board appointed by the
Executive Committee. An annual review is conducted by the Compensation
Committee of the salary and other benefits of the Artistic Director,
Executive Director, and key employees. This annual review includes
benchmarking of comparable positions in similarly-sized performing arts
organizations.
” [1] “SupplementalInformationDetail[5]:
Form 990, Part VI, Section C, line 19The Joffrey Ballet
makes its governing documents, conflict of interest policy and financial
statements available by request online, and has copies available in its
business office. Said documents are available for the same period of
disclosure as set forth in IRC section 6104(d).
” [1] “——————————– Fiscal Year:
2020——————————–
” [1] “fiscal_year:
2020
”
[1] “EIN:
364009741
” [1] “SupplementalInformationDetail[1]:
Form 990, Part III, line 3In March 2020, the World Health
Organization declared the coronavirus (COVID-19) outbreak to be an
pandemic. The City of Chicago responded to the pandemic by banning large
public gatherings, which caused The Joffrey to cancel its spring
performance of Don Quixote. Additionally, The Academy and Community
Engagement programs had to scale down their spring programming and move
to an online platform to deliver programming.
” [1] “SupplementalInformationDetail[2]:
Form 990, Part VI, Section A, line 2Amanda Williamson is
a Board member and the daughter of Joel V. Williamson.
” [1]
“SupplementalInformationDetail[3]:
Form 990, Part VI, Section A, line 4The organization’s
bylaws were amended on June 19, 2019 to reflect various changes
including but not limited to: - Number of voting members - Language
referencing President & CEO in place of Executive Director - Three
year term for President & CEO - President & CEO’s authority
subject to approval and direction of Board of Directors
” [1]
“SupplementalInformationDetail[4]:
Form 990, Part VI, Section B, line 11bThe Board of
Directors retains the services of an independent certified public
accounting firm to act as external auditors and to review the
organization’s Form 990. The Audit Committee reviews the Form 990 before
filing. Additionally, the final return is provided to the Executive
Committee and the Board of Directors prior to its filing. Both the
Executive Committee and the Board of Directors are provided a reasonable
amount of time to review the final return and ask questions prior to
filing.
” [1] “SupplementalInformationDetail[5]:
Form 990, Part VI, Section B, line 12cThe Joffrey Ballet
has a written conflict-of-interest policy. Officers, directors and key
employees have been requested to complete an annual questionnaire and
disclose: independence; any family business and business relationships
with any other Joffrey officer, director, trustee or Joffrey key
employee; and any conflicts of interest. The responses are compiled by
the Chief Financial Officer and the results are reviewed by the
Governance Committee of the Board and reported to the Executive
Committee.
” [1] “SupplementalInformationDetail[6]:
Form 990, Part VI, Section B, line 15The compensation of
the Artistic Director is documented in a mutually signed employment
contract. The compensation per the contract was determined through a
full review by a Compensation Committee of the Board appointed by the
Executive Committee. An annual review is conducted by the Compensation
Committee of the salary and other benefits of the Artistic Director,
Executive Director, and key employees. This annual review includes
benchmarking of comparable positions in similarly-sized performing arts
organizations.
” [1] “SupplementalInformationDetail[7]:
Form 990, Part VI, Section C, line 19The Joffrey Ballet
makes its governing documents, conflict of interest policy and financial
statements available by request online, and has copies available in its
business office. Said documents are available for the same period of
disclosure as set forth in IRC section 6104(d).
”
Texas Ballet Theater
Tables for Each Variable with Discordance
ein <- companies_different_any_variable %>%
filter(organization_name == "Texas Ballet Theater") %>%
pull(EIN)
vars_to_check <- vars_disc %>%
filter(EIN == ein) %>%
pull(variables) %>%
unlist()
walk(vars_to_check, ~ {
name <- companies_to_ein %>%
filter(EIN%in%ein) %>%
pull(organization_name)
table <- crossref_all %>%
filter(variable == .x & EIN == ein) %>%
select(-c(EIN, contains("difference"), variable)) %>%
make_table(title = paste0("Reports for ",
name,
"<br>Variable: ", .x,
"<br>EIN: ",
ein))
print(table)
})Schedule O Information
# schedule o information for each year for San Francisco
schedule_o_ein <- schedule_o %>%
filter(EIN == ein) %>%
arrange(fiscal_year)
name <- companies_to_ein %>%
filter(EIN == ein) %>%
pull(organization_name)
# iterate over each fiscal year and print information from each Schedule O variable
walk(schedule_o_ein$fiscal_year, ~
{
for_year <- schedule_o_ein %>%
filter(fiscal_year == .x)%>%
select(-c(where(is.na)))
print(paste0("<span style='font-size:160%;'><b>",
"-------------------------------- Fiscal Year: ",
.x,
'--------------------------------</b></span><br><br>'))
walk(colnames(for_year), ~ {
section <- paste0("<span style='font-size:130%'><b>",
.x,
": </b></span><br>",
for_year[.x ],
"<br><br><br>")
print(section)
}) # end inner walk
}) # end outer walk[1] “——————————– Fiscal Year:
2015——————————–
” [1] “fiscal_year:
2015
”
[1] “EIN:
841622654
” [1] “SupplementalInformationDetail[1]:
Pt VI, Line 11bThe form 990 will be reviewed and by the
Finance Committee and copies will be made available to the remaining
Board before filing.
” [1] “SupplementalInformationDetail[2]:
Pt VI, Line 12cThe Board members are required to review
and sign the conflict of interest policy on a yearly basis. The
documents are submitted reviewed by the managing assistant and Board
chair. Any conflicts are brought to the attenetion of the Board and
appropriate actions are taken based on their discussion.
”
[1] “SupplementalInformationDetail[3]:
Pt VI, Line 15bThe Board management committee establishes
salary for the executive director based on a salary comparison to other
organizations. The Board management then establishes the salaries of
other officers and key employees based on salary comparisons to other
similar organizations along with input from the executive
director.
” [1] “SupplementalInformationDetail[4]:
Pt VI, Line 19The organizations governing documents,
conflict of interest policy and financial statements are available upon
request.
” [1] “SupplementalInformationDetail[5]:
Pt XIThe Board review process and oversight of the audit
of the finacial statements has not selection of the independent
accountant has not changed during the tax year.
” [1] “SupplementalInformationDetail[6]:
Pt VI, Line 2Cary Turner and Laurie Turner - Family
Relationship, Matt Mildren and Nikki Midren - Family Relationship, David
Porter and Dana Porter - Family Relationship, Michael Radner and Reinke
Radler - Family Relationship, Carter Martin and Sharon Martin - Family
Relationship , Anne Bass and Robert Bass - Family
Relationship
” [1] “SupplementalInformationDetail[7]:
Pt VI, Line 18990 is available upon request at the
corporate office.
” [1] “——————————– Fiscal Year:
2016——————————–
” [1] “fiscal_year:
2016
”
[1] “EIN:
841622654
” [1] “SupplementalInformationDetail[1]:
FORM 990, PART VI, SECTION A, LINE 2BOARD OF GOVERNORS:
ANNE T. AND ROBERT BASS - FAMILY RELATIONSHIP NIKKI AND MATT MILDREN -
FAMILY RELATIONSHIP CARTER AND SHARON MARTIN - FAMILY RELATIONSHIP DANA
AND DAVID PORTER - FAMILY RELATIONSHIP REINKE AND MICHAEL RADLER -
FAMILY RELATIONSHIP LAURIE AND CARY TURNER - FAMILY RELATIONSHIP SALLY
AND DEAN WISE - FAMILY RELATIONSHIP
” [1] “SupplementalInformationDetail[2]:
FORM 990, PART VI, SECTION B, LINE 11THE FORM 990 WILL BE
REVIEWED AND APPROVED BY THE FINANCE COMMITTEE. THE FINANCE COMMITTEE
WILL RECOMMEND THE APPROVED 990 TO THE EXECUTIVE BOARD WHO WILL TAKE A
VOTE. THE 990 WILL BE AVAILABLE UPON REQUEST AT THE CORPORATE
OFFICE.
” [1] “SupplementalInformationDetail[3]:
FORM 990, PART VI, SECTION B, LINE 12CTHE BOARD MEMBERS
ARE REQUIRED TO REVIEW AND SIGN THE CONFLICT OF INTEREST POLICY ON A
YEARLY BASIS. THE DOCUMENTS ARE SUBMITTED TO AND REVIEWED BY THE
MANAGING ASSISTANT AND THE CHAIRMAN OF THE GOVERNANCE COMMITTEE. ANY
CONFLICTS ARE BROUGHT TO THE ATTENTION OF THE EXECUTIVE COMMITTEE FOR
DISCUSSION AND APPROPRIATE ACTIONS ARE TAKEN BASED UPON THEIR
DISCUSSION.
” [1] “SupplementalInformationDetail[4]:
FORM 990, PART VI, SECTION B, LINE 15THE BOARD MANAGEMENT
COMMITTEE ESTABLISHES SALARY FOR THE EXECUTIVE DIRECTOR BASED ON A
SALARY COMPARISON TO OTHER SIMILAR ORGANIZATIONS. THE BOARD MANAGEMENT
COMMITTEE THEN ESTABLISHES THE SALARIES FOR THE ORGANIZATION’S OTHER
OFFICERS AND KEY EMPLOYEES BASED ON SALARY COMPARISONS TO OTHER SIMILIAR
ORGANIZATIONS ALONG WITH INPUT FROM THE EXECUTIVE DIRECTOR.
”
[1] “SupplementalInformationDetail[5]:
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION’S
GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL
STATEMENTS ARE AVALIABLE UPON REQUEST.
” [1] “SupplementalInformationDetail[6]:
FORM 990, PART XII, PAGE 12, LINE 2C:THE BOARD REVIEW
PROCESS AND OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS AND
SELECTION OF THE INDEPENDENT ACCOUNTANT HAS NOT CHANGED DURING THE TAX
YEAR.
” [1] “——————————–
Fiscal Year: 2017——————————–
” [1] “fiscal_year:
2017
”
[1] “EIN:
841622654
” [1] “SupplementalInformationDetail[1]:
FORM 990, PART VI, SECTION A, LINE 2ANNE T. AND ROBERT
BASS HAVE A FAMILY RELATIONSHIP.
” [1] “SupplementalInformationDetail[2]:
FORM 990, PART VI, SECTION A, LINE 2DANA AND DAVID PORTER
HAVE A FAMILY RELATIONSHIP.
” [1] “SupplementalInformationDetail[3]:
FORM 990, PART VI, SECTION A, LINE 2LAURIE AND CARY
TURNER HAVE A FAMILY RELATIONSHIP.
” [1] “SupplementalInformationDetail[4]:
FORM 990, PART VI, SECTION A, LINE 2KATHERIN AND BOND
MALONE HAVE A FAMILY RELATIONSHIP.
” [1] “SupplementalInformationDetail[5]:
FORM 990, PART VI, SECTION A, LINE 2SALLY AND DEAN WISE
HAVE A FAMILY RELATIONSHIP.
” [1] “SupplementalInformationDetail[6]:
FORM 990, PART VI, SECTION B, LINE 11BTHE FORM 990 IS
REVIEWED AND APPROVED BY THE FINANCE COMMITTEE. THE FINANCE COMMITTEE
RECOMMENDS THE APPROVED FORM 990 TO THE EXECUTIVE BOARD WHO VOTES FOR
APPROVAL OF THE FORM 990. THE FORM 990 IS AVAILABLE UPON REQUEST AT THE
CORPORATE OFFICE.
” [1] “SupplementalInformationDetail[7]:
FORM 990, PART VI, SECTION B, LINE 12CTHE BOARD MEMBERS
ARE REQUIRED TO REVIEW AND SIGN THE CONFLICT OF INTEREST POLICY ON A
YEARLY BASIS. THE DOCUMENTS ARE SUBMITTED TO AND REVIEWED BY THE
MANAGING ASSISTANT AND THE CHAIRMAN OF THE GOVERNANCE COMMITTEE. ANY
CONFLICTS ARE BROUGHT TO THE ATTENTION OF THE EXECUTIVE COMMITTEE FOR
DISCUSSION WHICH LEADS TO APPROPRIATE ACTION BASED UPON THE
CONFLICT.
” [1] “——————————–
Fiscal Year: 2018——————————–
” [1] “fiscal_year:
2018
”
[1] “EIN:
841622654
” [1] “SupplementalInformationDetail[1]:
FORM 990, PART VI, SECTION A, LINE 2ANNE T. AND ROBERT
BASS HAVE A FAMILY RELATIONSHIP.
” [1] “SupplementalInformationDetail[2]:
FORM 990, PART VI, SECTION A, LINE 2KATHERIN AND BOND
MALONE HAVE A FAMILY RELATIONSHIP.
” [1] “SupplementalInformationDetail[3]:
FORM 990, PART VI, SECTION B, LINE 11BTHE FORM 990 IS
REVIEWED AND APPROVED BY THE FINANCE COMMITTEE. THE FINANCE COMMITTEE
RECOMMENDS THE APPROVED FORM 990 TO THE EXECUTIVE BOARD WHO VOTES FOR
APPROVAL OF THE FORM 990. THE FORM 990 IS AVAILABLE UPON REQUEST AT THE
CORPORATE OFFICE.
” [1] “SupplementalInformationDetail[4]:
FORM 990, PART VI, SECTION B, LINE 12CTHE BOARD MEMBERS
ARE REQUIRED TO REVIEW AND SIGN THE CONFLICT OF INTEREST POLICY ON A
YEARLY BASIS. THE DOCUMENTS ARE SUBMITTED TO AND REVIEWED BY THE
MANAGING ASSISTANT AND THE CHAIRMAN OF THE GOVERNANCE COMMITTEE. ANY
CONFLICTS ARE BROUGHT TO THE ATTENTION OF THE EXECUTIVE COMMITTEE FOR
DISCUSSION WHICH LEADS TO APPROPRIATE ACTION BASED UPON THE
CONFLICT.
” [1] “SupplementalInformationDetail[5]:
FORM 990, PART VI, SECTION B, LINE 15THE BOARD MANAGEMENT
COMMITTEE ESTABLISHES THE SALARY FOR THE EXECUTIVE DIRECTOR BASED ON A
SALARY COMPARISON TO OTHER SIMILAR ORGANIZATIONS. THE BOARD MANAGEMENT
COMMITTEE THEN ESTABLISHES THE SALARIES FOR THE ORGANIZATION’S OTHER
OFFICERS AND KEY EMPLOYEES BASED ON SALARY COMPARISONS TO OTHER SIMILAR
ORGANIZATIONS ALONG WITH INPUT FROM THE EXECUTIVE DIRECTOR.
”
[1] “SupplementalInformationDetail[6]:
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION’S
GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL
STATEMENTS ARE AVAILABLE UPON REQUEST.
” [1] “SupplementalInformationDetail[7]:
FORM 990, PART XII, PAGE 12, LINE 2CTHE BOARD REVIEW
PROCESS AND OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS AND
SELECTION OF THE INDEPENDENT ACCOUNTANT HAS NOT CHANGED DURING THE TAX
YEAR.
” [1] “——————————–
Fiscal Year: 2019——————————–
” [1] “fiscal_year:
2019
”
[1] “EIN:
841622654
” [1] “SupplementalInformationDetail[1]:
FORM 990, PART VI, SECTION A, LINE 2ANNE T. AND ROBERT
BASS HAVE A FAMILY RELATIONSHIP.
” [1] “SupplementalInformationDetail[2]:
FORM 990, PART VI, SECTION A, LINE 2KATHERIN AND BOND
MALONE HAVE A FAMILY RELATIONSHIP.
” [1] “SupplementalInformationDetail[3]:
FORM 990, PART VI, SECTION B, LINE 11BTHE FORM 990 IS
REVIEWED AND APPROVED BY THE FINANCE COMMITTEE. THE FINANCE COMMITTEE
RECOMMENDS THE APPROVED FORM 990 TO THE EXECUTIVE BOARD WHO VOTES FOR
APPROVAL OF THE FORM 990. THE FORM 990 IS AVAILABLE UPON REQUEST AT THE
CORPORATE OFFICE.
” [1] “SupplementalInformationDetail[4]:
FORM 990, PART VI, SECTION B, LINE 12CTHE BOARD MEMBERS
ARE REQUIRED TO REVIEW AND SIGN THE CONFLICT OF INTEREST POLICY ON A
YEARLY BASIS. THE DOCUMENTS ARE SUBMITTED TO AND REVIEWED BY THE
MANAGING ASSISTANT AND THE CHAIRMAN OF THE GOVERNANCE COMMITTEE. ANY
CONFLICTS ARE BROUGHT TO THE ATTENTION OF THE EXECUTIVE COMMITTEE FOR
DISCUSSION WHICH LEADS TO APPROPRIATE ACTION BASED UPON THE
CONFLICT.
” [1] “SupplementalInformationDetail[5]:
FORM 990, PART VI, SECTION B, LINE 15THE BOARD MANAGEMENT
COMMITTEE ESTABLISHES THE SALARY FOR THE EXECUTIVE DIRECTOR BASED ON A
SALARY COMPARISON TO OTHER SIMILAR ORGANIZATIONS. THE BOARD MANAGEMENT
COMMITTEE THEN ESTABLISHES THE SALARIES FOR THE ORGANIZATION’S OTHER
OFFICERS AND KEY EMPLOYEES BASED ON SALARY COMPARISONS TO OTHER SIMILAR
ORGANIZATIONS ALONG WITH INPUT FROM THE EXECUTIVE DIRECTOR.
”
[1] “SupplementalInformationDetail[6]:
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION’S
GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL
STATEMENTS ARE AVAILABLE UPON REQUEST.
” [1] “——————————– Fiscal Year:
2020——————————–
” [1] “fiscal_year:
2020
”
[1] “EIN:
841622654
” [1] “SupplementalInformationDetail[1]:
FORM 990, PART VI, SECTION A, LINE 2ANNE T. AND ROBERT
BASS HAVE A FAMILY RELATIONSHIP.
” [1] “SupplementalInformationDetail[2]:
FORM 990, PART VI, SECTION A, LINE 2KATHERIN AND BOND
MALONE HAVE A FAMILY RELATIONSHIP.
” [1] “SupplementalInformationDetail[3]:
FORM 990, PART VI, SECTION B, LINE 11BTHE FORM 990 IS
REVIEWED AND APPROVED BY THE FINANCE COMMITTEE. THE FINANCE COMMITTEE
RECOMMENDS THE APPROVED FORM 990 TO THE EXECUTIVE BOARD WHO VOTES FOR
APPROVAL OF THE FORM 990. THE FORM 990 IS AVAILABLE UPON REQUEST AT THE
CORPORATE OFFICE.
” [1] “SupplementalInformationDetail[4]:
FORM 990, PART VI, SECTION B, LINE 12CTHE BOARD MEMBERS
ARE REQUIRED TO REVIEW AND SIGN THE CONFLICT OF INTEREST POLICY ON A
YEARLY BASIS. THE DOCUMENTS ARE SUBMITTED TO AND REVIEWED BY THE
MANAGING ASSISTANT AND THE CHAIRMAN OF THE GOVERNANCE COMMITTEE. ANY
CONFLICTS ARE BROUGHT TO THE ATTENTION OF THE EXECUTIVE COMMITTEE FOR
DISCUSSION WHICH LEADS TO APPROPRIATE ACTION BASED UPON THE
CONFLICT.
” [1] “SupplementalInformationDetail[5]:
FORM 990, PART VI, SECTION B, LINE 15THE BOARD MANAGEMENT
COMMITTEE ESTABLISHES THE SALARY FOR THE EXECUTIVE DIRECTOR BASED ON A
SALARY COMPARISON TO OTHER SIMILAR ORGANIZATIONS. THE BOARD MANAGEMENT
COMMITTEE THEN ESTABLISHES THE SALARIES FOR THE ORGANIZATION’S OTHER
OFFICERS AND KEY EMPLOYEES BASED ON SALARY COMPARISONS TO OTHER SIMILAR
ORGANIZATIONS ALONG WITH INPUT FROM THE EXECUTIVE DIRECTOR.
”
[1] “SupplementalInformationDetail[6]:
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION’S
GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL
STATEMENTS ARE AVAILABLE UPON REQUEST.
”
Pittsburgh Ballet Theatre
Tables for Each Variable with Discordance
ein <- companies_different_any_variable %>%
filter(organization_name == "Pittsburgh Ballet Theatre") %>%
pull(EIN)
vars_to_check <- vars_disc %>%
filter(EIN == ein) %>%
pull(variables) %>%
unlist()
walk(vars_to_check, ~ {
name <- companies_to_ein %>%
filter(EIN%in%ein) %>%
pull(organization_name)
table <- crossref_all %>%
filter(variable == .x & EIN == ein) %>%
select(-c(EIN, contains("difference"), variable)) %>%
make_table(title = paste0("Reports for ",
name,
"<br>Variable: ", .x,
"<br>EIN: ",
ein))
print(table)
})Schedule O Information
# schedule o information for each year for San Francisco
schedule_o_ein <- schedule_o %>%
filter(EIN == ein) %>%
arrange(fiscal_year)
name <- companies_to_ein %>%
filter(EIN == ein) %>%
pull(organization_name)
# iterate over each fiscal year and print information from each Schedule O variable
walk(schedule_o_ein$fiscal_year, ~
{
for_year <- schedule_o_ein %>%
filter(fiscal_year == .x)%>%
select(-c(where(is.na)))
print(paste0("<span style='font-size:160%;'><b>",
"-------------------------------- Fiscal Year: ",
.x,
'--------------------------------</b></span><br><br>'))
walk(colnames(for_year), ~ {
section <- paste0("<span style='font-size:130%'><b>",
.x,
": </b></span><br>",
for_year[.x ],
"<br><br><br>")
print(section)
}) # end inner walk
}) # end outer walk[1] “——————————– Fiscal Year:
2015——————————–
” [1] “fiscal_year:
2015
”
[1] “EIN:
237101094
” [1] “SupplementalInformationDetail[1]:
FORM 990, PART VI, SECTION A, LINE 1EXECUTIVE COMMITTEE:
COMPOSITION SHALL CONSIST OF THE CHARIMAN OF THE CORPORATION, THE
CHARIMAN OF THE FINANCE AND AUDIT COMMITTEE, AND SUCH OTHER TRUSTEES AS
MAY BE APPOINTED TO THE EXECUTIVE COMMITTEE BY THE BOARD OR THE CHAIRMAN
OF THE BOARD. ALL COMMITTEE MEMBERS ARE BOARD MEMBERS. SCOPE OF
AUTHORITY, HAVE AND EXERCISE ALL POWER AND AUTHORITY GRANTED BY THE
BY-LAWS; HAVE AND EXERCISE ALL THE POWER AND AUTHORITY OF THE BOARD OF
TRUSTEES TO TRANSACT THE BUSINESS OF THE CORPORATION, IN ACCORDANCE WITH
THE BOARD’S ESTABLISHED POLICIES AND GOALS, IN THE INTERVERVALS BETWEEN
BOARD MEETINGS; MAKE ALL DECISIONS REQUIRED BY THE IMMEDIATE NEEDS OF
THE CORPORATION.
” [1] “SupplementalInformationDetail[2]:
FORM 990, PART VI, SECTION B, LINE 11THE DRAFT FORM 990,
990-T AND REQUIRED SCHEDULES ARE REVIEWED BY THE ORGANIZATION’S INTERNAL
MANAGEMENT AS WELL AS THE BOARD’S FINANCE AND AUDIT COMMITTEE. UPON
COMPLETION OF THIS REVIEW, THE PUBLIC DISCLOSURE COPY IS PROVIDED TO THE
BOARD OF TRUSTEES PRIOR TO FILING WITH THE INTERNAL REVENUE
SERVICE.
” [1] “SupplementalInformationDetail[3]:
FORM 990, PART VI, SECTION B, LINE 12CON AN ANNUAL BASIS,
OFFICERS, DIRECTORS AND KEY EMPLOYEES RECEIVE A COPY OF THE
ORGANIZATION’S EXISTING CONFLICT OF INTEREST POLICY ALONG WITH A
CONFLICT OF INTEREST DISCLOSURE FORM FOR COMPLETION. CONFLICT OF
INTEREST STATEMENTS ARE REVIEWED AND UPDATED BY THE GOVERNANCE COMMITTEE
ON AN ANNUAL BASIS.
” [1] “SupplementalInformationDetail[4]:
FORM 990, PART VI, SECTION B, LINE 15EXECUTIVE DIRECTOR
AND TOP MANAGEMENT: THE ORGANIZATION’S COMPENSATION IS COMPARED WITH
OTHER LOCAL ART ORGANIZATIONS AS WELL AS WITH OTHER BALLET COMPANIES
THAT ARE SIMILAR IN SIZE AND HAVE THE SAME DEMOGRAPHICS. THE BALLET IS
ALSO A MEMBER OF DANCE USA WHICH PROVIDES COMPENSATION DATA FOR BALLET
COMPANIES AROUND THE UNITED STATES BY BUDGET SIZE. OFFICERS AND KEY
EMPLOYEES: THE COMPENSATION IS DETERMINED BY THE COMBINATION OF THE
PERFORMANCE OF THE INDIVIDUAL AND THE ORGANIZATIONS BUDGETARY
RESTRAINTS.
” [1] “SupplementalInformationDetail[5]:
FORM 990, PART VI, SECTION C, LINE 19A COPY OF THE
ORGANIZATION’S CONFLICT OF INTEREST POLICY, GOVERNING DOCUMENTS AND
AUDITED FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON
REQUEST.
” [1] “SupplementalInformationDetail[6]:
FORM 990, PART VII, NON-VOTING MEMBERS:LOTI FALK GAFFNEY,
TRUSTEE EMERITUS AND VIOLETTE VERDY, HONORARY TRUSTEE.
” [1]
“SupplementalInformationDetail[7]:
FORM 990, PART XII, LINE 2C, FINANCIAL STATEMENTS AND
REPORTING:THE THEATRE’S FINANCIAL STATEMENTS ARE AUDITED BY AN
INDEPENDENT ACCOUNTING FIRM. IN ADDITION, THE THEATRE HAS A COMMITTEE
THAT ASSUMES THE RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS
FINANCIAL STATEMENTS AND ITS SELECTION OF THE INDEPENDENT ACCOUNTANT.
THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
” [1]
“——————————– Fiscal Year:
2016——————————–
” [1] “fiscal_year:
2016
”
[1] “EIN:
237101094
” [1] “SupplementalInformationDetail[1]:
FORM 990, PART VI, SECTION A, LINE 1EXECUTIVE COMMITTEE:
COMPOSITION SHALL CONSIST OF THE CHARIMAN OF THE CORPORATION, THE
CHAIRMAN OF THE FINANCE AND AUDIT COMMITTEE, AND SUCH OTHER TRUSTEES AS
MAY BE APPOINTED TO THE EXECUTIVE COMMITTEE BY THE BOARD OR THE CHAIRMAN
OF THE BOARD. ALL COMMITTEE MEMBERS ARE BOARD MEMBERS. SCOPE OF
AUTHORITY, HAVE AND EXERCISE ALL POWER AND AUTHORITY GRANTED BY THE
BY-LAWS; HAVE AND EXERCISE ALL THE POWER AND AUTHORITY OF THE BOARD OF
TRUSTEES TO TRANSACT THE BUSINESS OF THE CORPORATION, IN ACCORDANCE WITH
THE BOARD’S ESTABLISHED POLICIES AND GOALS, IN THE INTERVALS BETWEEN
BOARD MEETINGS; MAKE ALL DECISIONS REQUIRED BY THE IMMEDIATE NEEDS OF
THE CORPORATION.
” [1] “SupplementalInformationDetail[2]:
FORM 990, PART VI, SECTION B, LINE 11THE DRAFT FORM 990,
990-T AND REQUIRED SCHEDULES ARE REVIEWED BY THE ORGANIZATION’S INTERNAL
MANAGEMENT AS WELL AS THE BOARD’S FINANCE AND AUDIT COMMITTEE. UPON
COMPLETION OF THIS REVIEW, THE PUBLIC DISCLOSURE COPY IS PROVIDED TO THE
BOARD OF TRUSTEES PRIOR TO FILING WITH THE INTERNAL REVENUE
SERVICE.
” [1] “SupplementalInformationDetail[3]:
FORM 990, PART VI, SECTION B, LINE 12COFFICERS, DIRECTORS
AND KEY EMPLOYEES RECEIVE A COPY OF THE ORGANIZATION’S EXISTING CONFLICT
OF INTEREST POLICY ALONG WITH A CONFLICT OF INTEREST DISCLOSURE FORM FOR
COMPLETION. CONFLICT OF INTEREST STATEMENTS ARE REVIEWED AND UPDATED BY
THE GOVERNANCE COMMITTEE ON AN ANNUAL BASIS.
” [1] “SupplementalInformationDetail[4]:
FORM 990, PART VI, SECTION B, LINE 15EXECUTIVE DIRECTOR
AND TOP MANAGEMENT: THE ORGANIZATION’S EXECUTIVE COMMITTEE SERVES AS THE
ORGANIZATION’S COMPENSATION COMMITTEE. DURING A CLOSED EXECUTIVE
SESSION, THE CHAIR OF THE BOARD PRESENTS THEIR ANALYSIS OF COMPARABLE
COMPENSATION FOR THE ORGANIZATION’S EXECUTIVE DIRECTOR AND TOP
MANAGEMENT. THE EXECUTIVE COMMITTEE APPROVES THE COMPENSATION AND
CONTRACTS ARE DRAFTED AND SIGNED THAT REFLECT THE COMPENSATION CHANGES.
OFFICERS AND KEY EMPLOYEES: THE COMPENSATION IS DETERMINED BY THE
COMBINATION OF THE PERFORMANCE OF THE INDIVIDUAL AND THE ORGANIZATION’S
BUDGETARY RESTRAINTS.
” [1] “SupplementalInformationDetail[5]:
FORM 990, PART VI, SECTION C, LINE 19A COPY OF THE
ORGANIZATION’S CONFLICT OF INTEREST POLICY, GOVERNING DOCUMENTS AND
AUDITED FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON
REQUEST.
” [1] “SupplementalInformationDetail[6]:
FORM 990, PART VII, NON-VOTING MEMBERS:TRUSTEE EMERITUS:
LOTI FALK GAFFNEY TRUSTEE EMERITUS EFFECTIVE 6/9/16: JAMES TOMLINSON
FORT, JEANNE GLEASON, JAMES HARDIE AND HAL WALDMAN HONORARY TRUSTEE:
VIOLETTE VERDY
” [1] “SupplementalInformationDetail[7]:
FORM 990, PART XII, LINE 2C, FINANCIAL STATEMENTS AND
REPORTING:THE THEATRE’S FINANCIAL STATEMENTS ARE AUDITED BY AN
INDEPENDENT ACCOUNTING FIRM. IN ADDITION, THE THEATRE HAS A COMMITTEE
THAT ASSUMES THE RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS
FINANCIAL STATEMENTS AND ITS SELECTION OF THE INDEPENDENT ACCOUNTANT.
THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
” [1]
“——————————– Fiscal Year:
2017——————————–
” [1] “fiscal_year:
2017
”
[1] “EIN:
237101094
” [1] “SupplementalInformationDetail[1]:
FORM 990, PART VI, SECTION A, LINE 1EXECUTIVE COMMITTEE:
COMPOSITION SHALL CONSIST OF THE CHARIMAN OF THE CORPORATION, THE
CHAIRMAN OF THE FINANCE AND AUDIT COMMITTEE, AND SUCH OTHER TRUSTEES AS
MAY BE APPOINTED TO THE EXECUTIVE COMMITTEE BY THE BOARD OR THE CHAIRMAN
OF THE BOARD. ALL COMMITTEE MEMBERS ARE BOARD MEMBERS. SCOPE OF
AUTHORITY, HAVE AND EXERCISE ALL POWER AND AUTHORITY GRANTED BY THE
BY-LAWS; HAVE AND EXERCISE ALL THE POWER AND AUTHORITY OF THE BOARD OF
TRUSTEES TO TRANSACT THE BUSINESS OF THE CORPORATION, IN ACCORDANCE WITH
THE BOARD’S ESTABLISHED POLICIES AND GOALS, IN THE INTERVALS BETWEEN
BOARD MEETINGS; MAKE ALL DECISIONS REQUIRED BY THE IMMEDIATE NEEDS OF
THE CORPORATION.
” [1] “SupplementalInformationDetail[2]:
FORM 990, PART VI, SECTION B, LINE 11BTHE DRAFT FORM 990,
990-T AND REQUIRED SCHEDULES ARE REVIEWED BY THE ORGANIZATION’S INTERNAL
MANAGEMENT AS WELL AS THE BOARD’S FINANCE AND AUDIT COMMITTEE. UPON
COMPLETION OF THIS REVIEW, THE PUBLIC DISCLOSURE COPY IS PROVIDED TO THE
BOARD OF TRUSTEES PRIOR TO FILING WITH THE INTERNAL REVENUE
SERVICE.
” [1] “SupplementalInformationDetail[3]:
FORM 990, PART VI, SECTION B, LINE 12COFFICERS, DIRECTORS
AND KEY EMPLOYEES RECEIVE A COPY OF THE ORGANIZATION’S EXISTING CONFLICT
OF INTEREST POLICY ALONG WITH A CONFLICT OF INTEREST DISCLOSURE FORM FOR
COMPLETION. CONFLICT OF INTEREST STATEMENTS ARE REVIEWED AND UPDATED BY
THE GOVERNANCE COMMITTEE ON AN ANNUAL BASIS.
” [1] “SupplementalInformationDetail[4]:
FORM 990, PART VI, SECTION B, LINE 15EXECUTIVE DIRECTOR
AND TOP MANAGEMENT: THE ORGANIZATION’S EXECUTIVE COMMITTEE SERVES AS THE
ORGANIZATION’S COMPENSATION COMMITTEE. DURING A CLOSED EXECUTIVE
SESSION, THE CHAIR OF THE BOARD PRESENTS THEIR ANALYSIS OF COMPARABLE
COMPENSATION FOR THE ORGANIZATION’S EXECUTIVE DIRECTOR AND TOP
MANAGEMENT. THE EXECUTIVE COMMITTEE APPROVES THE COMPENSATION AND
CONTRACTS ARE DRAFTED AND SIGNED THAT REFLECT THE COMPENSATION CHANGES.
OFFICERS AND KEY EMPLOYEES: THE COMPENSATION IS DETERMINED BY THE
COMBINATION OF THE PERFORMANCE OF THE INDIVIDUAL AND THE ORGANIZATION’S
BUDGETARY RESTRAINTS.
” [1] “SupplementalInformationDetail[5]:
FORM 990, PART VI, SECTION C, LINE 19A COPY OF THE
ORGANIZATION’S CONFLICT OF INTEREST POLICY, GOVERNING DOCUMENTS AND
AUDITED FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON
REQUEST.
” [1] “SupplementalInformationDetail[6]:
FORM 990, PART VII, NON-VOTING MEMBERS:TRUSTEE EMERITUS:
LOTI FALK GAFFNEY BOARD EMERITUS MEMBERS: JAMES TOMLINSON FORT, JEANNE
GLEASON, JAMES HARDIE AND HAL WALDMAN HONORARY TRUSTEE: VIOLETTE
VERDY
” [1] “SupplementalInformationDetail[7]:
FORM 990, PART XII, LINE 2C, FINANCIAL STATEMENTS AND
REPORTING:THE THEATRE’S FINANCIAL STATEMENTS ARE AUDITED BY AN
INDEPENDENT ACCOUNTING FIRM. IN ADDITION, THE THEATRE HAS A COMMITTEE
THAT ASSUMES THE RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS
FINANCIAL STATEMENTS AND ITS SELECTION OF THE INDEPENDENT ACCOUNTANT.
THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
” [1]
“——————————– Fiscal Year:
2018——————————–
” [1] “fiscal_year:
2018
”
[1] “EIN:
237101094
” [1] “SupplementalInformationDetail[1]:
FORM 990, PART VI, SECTION A, LINE 1EXECUTIVE COMMITTEE:
COMPOSITION SHALL CONSIST OF THE CHARIMAN OF THE CORPORATION, THE
CHAIRMAN OF THE FINANCE AND AUDIT COMMITTEE, AND SUCH OTHER TRUSTEES AS
MAY BE APPOINTED TO THE EXECUTIVE COMMITTEE BY THE BOARD OR THE CHAIRMAN
OF THE BOARD. ALL COMMITTEE MEMBERS ARE BOARD MEMBERS. SCOPE OF
AUTHORITY, HAVE AND EXERCISE ALL POWER AND AUTHORITY GRANTED BY THE
BY-LAWS; HAVE AND EXERCISE ALL THE POWER AND AUTHORITY OF THE BOARD OF
TRUSTEES TO TRANSACT THE BUSINESS OF THE CORPORATION, IN ACCORDANCE WITH
THE BOARD’S ESTABLISHED POLICIES AND GOALS, IN THE INTERVALS BETWEEN
BOARD MEETINGS; MAKE ALL DECISIONS REQUIRED BY THE IMMEDIATE NEEDS OF
THE CORPORATION.
” [1] “SupplementalInformationDetail[2]:
FORM 990, PART VI, SECTION B, LINE 11BTHE DRAFT FORM 990,
990-T AND REQUIRED SCHEDULES ARE REVIEWED BY THE ORGANIZATION’S INTERNAL
MANAGEMENT AS WELL AS THE BOARD’S FINANCE AND AUDIT COMMITTEE. UPON
COMPLETION OF THIS REVIEW, THE PUBLIC DISCLOSURE COPY IS PROVIDED TO THE
BOARD OF TRUSTEES PRIOR TO FILING WITH THE INTERNAL REVENUE
SERVICE.
” [1] “SupplementalInformationDetail[3]:
FORM 990, PART VI, SECTION B, LINE 12COFFICERS, DIRECTORS
AND KEY EMPLOYEES RECEIVE A COPY OF THE ORGANIZATION’S EXISTING CONFLICT
OF INTEREST POLICY ALONG WITH A CONFLICT OF INTEREST DISCLOSURE FORM FOR
COMPLETION. CONFLICT OF INTEREST STATEMENTS ARE REVIEWED AND UPDATED BY
THE GOVERNANCE COMMITTEE ON AN ANNUAL BASIS.
” [1] “SupplementalInformationDetail[4]:
FORM 990, PART VI, SECTION B, LINE 15EXECUTIVE DIRECTOR
AND TOP MANAGEMENT: THE ORGANIZATION’S EXECUTIVE COMMITTEE SERVES AS THE
ORGANIZATION’S COMPENSATION COMMITTEE. DURING A CLOSED EXECUTIVE
SESSION, THE CHAIR OF THE BOARD PRESENTS THEIR ANALYSIS OF COMPARABLE
COMPENSATION FOR THE ORGANIZATION’S EXECUTIVE DIRECTOR AND TOP
MANAGEMENT. THE EXECUTIVE COMMITTEE APPROVES THE COMPENSATION AND
CONTRACTS ARE DRAFTED AND SIGNED THAT REFLECT THE COMPENSATION CHANGES.
OFFICERS AND KEY EMPLOYEES: THE COMPENSATION IS DETERMINED BY THE
COMBINATION OF THE PERFORMANCE OF THE INDIVIDUAL AND THE ORGANIZATION’S
BUDGETARY RESTRAINTS.
” [1] “SupplementalInformationDetail[5]:
FORM 990, PART VI, SECTION C, LINE 19A COPY OF THE
ORGANIZATION’S CONFLICT OF INTEREST POLICY, GOVERNING DOCUMENTS AND
AUDITED FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON
REQUEST.
” [1] “SupplementalInformationDetail[6]:
FORM 990, PART VII, NON-VOTING MEMBERS:BOARD EMERITUS
MEMBERS: JAMES TOMLINSON FORT, JEANNE GLEASON, JAMES HARDIE AND HAL
WALDMAN
” [1] “SupplementalInformationDetail[7]:
FORM 990, PART XII, LINE 2C, FINANCIAL STATEMENTS AND
REPORTING:THE THEATRE’S FINANCIAL STATEMENTS ARE AUDITED BY AN
INDEPENDENT ACCOUNTING FIRM. IN ADDITION, THE THEATRE HAS A COMMITTEE
THAT ASSUMES THE RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS
FINANCIAL STATEMENTS AND ITS SELECTION OF THE INDEPENDENT ACCOUNTANT.
THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
” [1]
“——————————– Fiscal Year:
2019——————————–
” [1] “fiscal_year:
2019
”
[1] “EIN:
237101094
” [1] “SupplementalInformationDetail[1]:
FORM 990, PART VI, SECTION A, LINE 1EXECUTIVE COMMITTEE:
COMPOSITION SHALL CONSIST OF THE CHARIMAN OF THE CORPORATION, THE
CHAIRMAN OF THE FINANCE AND AUDIT COMMITTEE, AND SUCH OTHER TRUSTEES AS
MAY BE APPOINTED TO THE EXECUTIVE COMMITTEE BY THE BOARD OR THE CHAIRMAN
OF THE BOARD. ALL COMMITTEE MEMBERS ARE BOARD MEMBERS. SCOPE OF
AUTHORITY, HAVE AND EXERCISE ALL POWER AND AUTHORITY GRANTED BY THE
BY-LAWS; HAVE AND EXERCISE ALL THE POWER AND AUTHORITY OF THE BOARD OF
TRUSTEES TO TRANSACT THE BUSINESS OF THE CORPORATION, IN ACCORDANCE WITH
THE BOARD’S ESTABLISHED POLICIES AND GOALS, IN THE INTERVALS BETWEEN
BOARD MEETINGS; MAKE ALL DECISIONS REQUIRED BY THE IMMEDIATE NEEDS OF
THE CORPORATION.
” [1] “SupplementalInformationDetail[2]:
FORM 990, PART VI, SECTION B, LINE 11BTHE DRAFT FORM 990,
990-T AND REQUIRED SCHEDULES ARE REVIEWED BY THE ORGANIZATION’S INTERNAL
MANAGEMENT AS WELL AS THE BOARD’S FINANCE AND AUDIT COMMITTEE. UPON
COMPLETION OF THIS REVIEW, THE PUBLIC DISCLOSURE COPY IS PROVIDED TO THE
BOARD OF TRUSTEES PRIOR TO FILING WITH THE INTERNAL REVENUE
SERVICE.
” [1] “SupplementalInformationDetail[3]:
FORM 990, PART VI, SECTION B, LINE 12COFFICERS, DIRECTORS
AND KEY EMPLOYEES RECEIVE A COPY OF THE ORGANIZATION’S EXISTING CONFLICT
OF INTEREST POLICY ALONG WITH A CONFLICT OF INTEREST DISCLOSURE FORM FOR
COMPLETION. CONFLICT OF INTEREST STATEMENTS ARE REVIEWED AND UPDATED BY
THE GOVERNANCE COMMITTEE ON AN ANNUAL BASIS.
” [1] “SupplementalInformationDetail[4]:
FORM 990, PART VI, SECTION B, LINE 15EXECUTIVE DIRECTOR
AND TOP MANAGEMENT: THE ORGANIZATION’S EXECUTIVE COMMITTEE SERVES AS THE
ORGANIZATION’S COMPENSATION COMMITTEE. DURING A CLOSED EXECUTIVE
SESSION, THE CHAIR OF THE BOARD PRESENTS THEIR ANALYSIS OF COMPARABLE
COMPENSATION FOR THE ORGANIZATION’S EXECUTIVE DIRECTOR AND TOP
MANAGEMENT. THE EXECUTIVE COMMITTEE APPROVES THE COMPENSATION AND
CONTRACTS ARE DRAFTED AND SIGNED THAT REFLECT THE COMPENSATION CHANGES.
OFFICERS AND KEY EMPLOYEES: THE COMPENSATION IS DETERMINED BY THE
COMBINATION OF THE PERFORMANCE OF THE INDIVIDUAL AND THE ORGANIZATION’S
BUDGETARY RESTRAINTS.
” [1] “SupplementalInformationDetail[5]:
FORM 990, PART VI, SECTION C, LINE 19A COPY OF THE
ORGANIZATION’S CONFLICT OF INTEREST POLICY, GOVERNING DOCUMENTS AND
AUDITED FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON
REQUEST.
” [1] “SupplementalInformationDetail[6]:
FORM 990, PART VII, NON-VOTING MEMBERS:BOARD EMERITUS
MEMBERS: JAMES TOMLINSON FORT, JEANNE GLEASON AND HAL
WALDMAN
” [1] “SupplementalInformationDetail[7]:
FORM 990, PART XII, LINE 2C, FINANCIAL STATEMENTS AND
REPORTING:THE THEATRE’S FINANCIAL STATEMENTS ARE AUDITED BY AN
INDEPENDENT ACCOUNTING FIRM. IN ADDITION, THE THEATRE HAS A COMMITTEE
THAT ASSUMES THE RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS
FINANCIAL STATEMENTS AND ITS SELECTION OF THE INDEPENDENT ACCOUNTANT.
THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
” [1]
“——————————– Fiscal Year:
2020——————————–
” [1] “fiscal_year:
2020
”
[1] “EIN:
237101094
” [1] “SupplementalInformationDetail[1]:
FORM 990, PART VI, SECTION A, LINE 1EXECUTIVE COMMITTEE:
COMPOSITION SHALL CONSIST OF THE CHARIMAN OF THE CORPORATION, THE
CHAIRMAN OF THE FINANCE AND AUDIT COMMITTEE, AND SUCH OTHER TRUSTEES AS
MAY BE APPOINTED TO THE EXECUTIVE COMMITTEE BY THE BOARD OR THE CHAIRMAN
OF THE BOARD. ALL COMMITTEE MEMBERS ARE BOARD MEMBERS. SCOPE OF
AUTHORITY, HAVE AND EXERCISE ALL POWER AND AUTHORITY GRANTED BY THE
BY-LAWS; HAVE AND EXERCISE ALL THE POWER AND AUTHORITY OF THE BOARD OF
TRUSTEES TO TRANSACT THE BUSINESS OF THE CORPORATION, IN ACCORDANCE WITH
THE BOARD’S ESTABLISHED POLICIES AND GOALS, IN THE INTERVALS BETWEEN
BOARD MEETINGS; MAKE ALL DECISIONS REQUIRED BY THE IMMEDIATE NEEDS OF
THE CORPORATION.
” [1] “SupplementalInformationDetail[2]:
FORM 990, PART VI, SECTION A, LINE 4AS OF JUNE 9, 2020
PITTSBURGH BALLET THEATRE, INC. AMENDED THEIR BY-LAWS FOR THE FOLLOWING
ITEMS: - UPDATE OF MINIMUM NUMBER OF TRUSTEES TO BE 3 TO PERMIT THE
ORGANIZATION TO FUNCTION IN THE EVENT OF AN EMERGENCY OR DISASTER -
ADDITION OF ARTISITC DIRECTOR AND EXECUTIVE DIRECTOR AS KEY EMPLOYEES -
UPDATE PROVISION TO AMEND BY-LAWS TO REMOVE REQUIREMENT OF 7 DAY NOTICE
BY MAIL - UPDATE A QUORUM TO BE 1/2 OF DIRECTORS - INCLUSION OF LANGUAGE
FOR COMPOSITION AND PROCEDURES OF AN AUDIT COMMITTEE
” [1]
“SupplementalInformationDetail[3]:
FORM 990, PART VI, SECTION B, LINE 11BTHE DRAFT FORM 990,
990-T AND REQUIRED SCHEDULES ARE REVIEWED BY THE ORGANIZATION’S INTERNAL
MANAGEMENT AS WELL AS THE BOARD’S FINANCE AND AUDIT COMMITTEE. UPON
COMPLETION OF THIS REVIEW, THE PUBLIC DISCLOSURE COPY IS PROVIDED TO THE
BOARD OF TRUSTEES PRIOR TO FILING WITH THE INTERNAL REVENUE
SERVICE.
” [1] “SupplementalInformationDetail[4]:
FORM 990, PART VI, SECTION B, LINE 12COFFICERS, DIRECTORS
AND KEY EMPLOYEES RECEIVE A COPY OF THE ORGANIZATION’S EXISTING CONFLICT
OF INTEREST POLICY ALONG WITH A CONFLICT OF INTEREST DISCLOSURE FORM FOR
COMPLETION. CONFLICT OF INTEREST STATEMENTS ARE REVIEWED AND UPDATED BY
THE GOVERNANCE COMMITTEE ON AN ANNUAL BASIS.
” [1] “SupplementalInformationDetail[5]:
FORM 990, PART VI, SECTION B, LINE 15EXECUTIVE DIRECTOR
AND TOP MANAGEMENT: THE ORGANIZATION’S EXECUTIVE COMMITTEE SERVES AS THE
ORGANIZATION’S COMPENSATION COMMITTEE. DURING A CLOSED EXECUTIVE
SESSION, THE CHAIR OF THE BOARD PRESENTS THEIR ANALYSIS OF COMPARABLE
COMPENSATION FOR THE ORGANIZATION’S EXECUTIVE DIRECTOR AND TOP
MANAGEMENT. THE EXECUTIVE COMMITTEE APPROVES THE COMPENSATION AND
CONTRACTS ARE DRAFTED AND SIGNED THAT REFLECT THE COMPENSATION CHANGES.
OFFICERS AND KEY EMPLOYEES: THE COMPENSATION IS DETERMINED BY THE
COMBINATION OF THE PERFORMANCE OF THE INDIVIDUAL AND THE ORGANIZATION’S
BUDGETARY RESTRAINTS.
” [1] “SupplementalInformationDetail[6]:
FORM 990, PART VI, SECTION C, LINE 19A COPY OF THE
ORGANIZATION’S CONFLICT OF INTEREST POLICY, GOVERNING DOCUMENTS AND
AUDITED FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON
REQUEST.
” [1] “SupplementalInformationDetail[7]:
FORM 990, PART VII, NON-VOTING MEMBERS:BOARD EMERITUS
MEMBERS: JAMES TOMLINSON FORT, JEANNE GLEASON AND HAL
WALDMAN
” [1] “——————————–
Fiscal Year: 2021——————————–
” [1] “fiscal_year:
2021
”
[1] “EIN:
237101094
” [1] “SupplementalInformationDetail[1]:
FORM 990, PART VI, SECTION A, LINE 1EXECUTIVE COMMITTEE:
COMPOSITION SHALL CONSIST OF THE CHARIMAN OF THE CORPORATION, THE
CHAIRMAN OF THE FINANCE AND AUDIT COMMITTEE, AND SUCH OTHER TRUSTEES AS
MAY BE APPOINTED TO THE EXECUTIVE COMMITTEE BY THE BOARD OR THE CHAIRMAN
OF THE BOARD. ALL COMMITTEE MEMBERS ARE BOARD MEMBERS. SCOPE OF
AUTHORITY, HAVE AND EXERCISE ALL POWER AND AUTHORITY GRANTED BY THE
BY-LAWS; HAVE AND EXERCISE ALL THE POWER AND AUTHORITY OF THE BOARD OF
TRUSTEES TO TRANSACT THE BUSINESS OF THE CORPORATION, IN ACCORDANCE WITH
THE BOARD’S ESTABLISHED POLICIES AND GOALS, IN THE INTERVALS BETWEEN
BOARD MEETINGS; MAKE ALL DECISIONS REQUIRED BY THE IMMEDIATE NEEDS OF
THE CORPORATION.
” [1] “SupplementalInformationDetail[2]:
FORM 990, PART VI, SECTION B, LINE 11BTHE DRAFT FORM 990,
990-T AND REQUIRED SCHEDULES ARE REVIEWED BY THE ORGANIZATION’S INTERNAL
MANAGEMENT AS WELL AS THE BOARD’S FINANCE AND AUDIT COMMITTEE. UPON
COMPLETION OF THIS REVIEW, THE PUBLIC DISCLOSURE COPY IS PROVIDED TO THE
BOARD OF TRUSTEES PRIOR TO FILING WITH THE INTERNAL REVENUE
SERVICE.
” [1] “SupplementalInformationDetail[3]:
FORM 990, PART VI, SECTION B, LINE 12COFFICERS, DIRECTORS
AND KEY EMPLOYEES RECEIVE A COPY OF THE ORGANIZATION’S EXISTING CONFLICT
OF INTEREST POLICY ALONG WITH A CONFLICT OF INTEREST DISCLOSURE FORM FOR
COMPLETION. CONFLICT OF INTEREST STATEMENTS ARE REVIEWED AND UPDATED BY
THE GOVERNANCE COMMITTEE ON AN ANNUAL BASIS.
” [1] “SupplementalInformationDetail[4]:
FORM 990, PART VI, SECTION B, LINE 15EXECUTIVE DIRECTOR
AND TOP MANAGEMENT: THE ORGANIZATION’S EXECUTIVE COMMITTEE SERVES AS THE
ORGANIZATION’S COMPENSATION COMMITTEE. DURING A CLOSED EXECUTIVE
SESSION, THE CHAIR OF THE BOARD PRESENTS THEIR ANALYSIS OF COMPARABLE
COMPENSATION FOR THE ORGANIZATION’S EXECUTIVE DIRECTOR AND TOP
MANAGEMENT. THE EXECUTIVE COMMITTEE APPROVES THE COMPENSATION AND
CONTRACTS ARE DRAFTED AND SIGNED THAT REFLECT THE COMPENSATION CHANGES.
OFFICERS AND KEY EMPLOYEES: THE COMPENSATION IS DETERMINED BY THE
COMBINATION OF THE PERFORMANCE OF THE INDIVIDUAL AND THE ORGANIZATION’S
BUDGETARY RESTRAINTS.
” [1] “SupplementalInformationDetail[5]:
FORM 990, PART VI, SECTION C, LINE 19A COPY OF THE
ORGANIZATION’S CONFLICT OF INTEREST POLICY, GOVERNING DOCUMENTS AND
AUDITED FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON
REQUEST.
” [1] “SupplementalInformationDetail[6]:
FORM 990, PART VII, NON-VOTING MEMBERS:BOARD EMERITUS
MEMBERS: JAMES TOMLINSON FORT, JEANNE GLEASON, HAL WALDMAN, AND BECKY
TORBIN.
” [1] “SupplementalInformationDetail[7]:
FORM 990, PART XII, LINE 2C, FINANCIAL STATEMENTS AND
REPORTING:THE THEATRE’S FINANCIAL STATEMENTS ARE AUDITED BY AN
INDEPENDENT ACCOUNTING FIRM. IN ADDITION, THE THEATRE HAS A COMMITTEE
THAT ASSUMES THE RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS
FINANCIAL STATEMENTS AND ITS SELECTION OF THE INDEPENDENT ACCOUNTANT.
THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
”
# iterate through EINs where there was discordance and
# generate a table so we can better see what's going on
variable_name <- "BeginningYearBalanceAmt"
walk(1:length(companies_different), ~{
name <- companies_to_ein %>%
filter(EIN == companies_different[.x]) %>%
pull(organization_name)
table <- crossref %>%
rename_with(cols=everything(), ~gsub(variable_name, "", .)) %>%
filter(EIN %in% companies_different[.x]) %>%
select(-c(EIN, contains("difference"))) %>%
make_table(title = paste0("Reports for ",
name, "<br>EIN: ",
companies_different[.x],
", Variable: ", variable_name))
print(table)
# print(table)
})